# Oracle's AI Cloud Bet

Page: https://stenobird.com/podcast/raleigh-news-today-2-min-news-the-daily-news-now-7564076/oracle-s-ai-cloud-bet
Text version: https://stenobird.com/podcast/raleigh-news-today-2-min-news-the-daily-news-now-7564076/oracle-s-ai-cloud-bet.md
Podcast: [Raleigh News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/raleigh-news-today-2-min-news-the-daily-news-now-7564076)
Published: 2026-06-24T15:58:56+00:00
Episode link: https://api.fastcast.ai/audio/ac8c13b8-4208-4bba-a61a-a582d315b44f.mp3
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Duration seconds: 104

## Resource

Oracle’s cloud business is exploding, fueled by AI demand—with revenue up 93% YoY and backlog soaring 300%. Analysts at Mizuho remain bullish, giving it an outperform rating and a $320 price target. But the cost of scaling is steep: massive capex, rising debt, and pressure on free cash flow are making investors nervous. The real question isn’t whether customers want Oracle’s AI cloud—it’s whether the company can build it fast enough without breaking its financial backbone. The stock dipped despite strong numbers, as markets scrutinize whether this AI bet will pay off—or just pile on debt. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/11901b478ca69963

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