Oracle $ORCL numbers were fine but once again...street's having a hard time adjusting to this much equity/debt being raised: - $40B of NEW debt/equity for FY 27 - Raising capex from $70B to $90B Now, RPO was a massive increase from 553B to $638B, guidance was raised, they beat on Revenue/EPS, but it just feels like the market is tired of this much capital being raised for datacenters...even though all the growth is coming from the datacenter business. $ORCL -6.2%
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