Did Oracle confirm how it will split equity and debt in the $50B plan?

Management outlined a 2026 target to raise $45–$50 billion but did not provide a detailed mix. Expect flexibility based on market conditions. Watch for sequencing, pricing, and any prepayments from customers that can offset issuance needs and reduce dilution risks for ORCL stock holders.

Will Oracle’s AI data center expansion pressure margins and cash flow?

Yes, in the near term. Higher capex and ramp costs can compress operating margin and free cash flow as facilities come online. The offset is longer‑term revenue and utilization from contracted AI workloads. Investors should track deployment pacing, pricing, and backlog to gauge when ORCL stock returns inflect.

What should Canadian investors consider before buying ORCL stock?

Consider FX exposure, account type, and hedging options. Review valuation versus growth, balance‑sheet leverage, and the timing of 2026 funding. Monitor earnings on March 9 for updates on capex, utilization, and customer wins. Clear progress on financing and contracts would improve visibility for ORCL stock in Canadian portfolios.

What are the key catalysts over the next quarter for ORCL stock?

Fiscal Q3 earnings on March 9, updates on the Oracle $50B fundraising structure, any new hyperscale or AI contract disclosures, and commentary on credit outlook. Technical setups also matter. Sustained buying, improving momentum, and volume confirmation could support ORCL stock if fundamentals track to plan.

Global Market Insights

ORCL Stock Today: February 03 – Oracle plans up to $50B AI buildout

ByDanny Kontos February 3, 2026February 3, 2026

ORCL stock is in focus after Oracle detailed plans to raise $45–$50 billion in 2026 through a mix of equity and debt to fund AI data center expansion. The company said it aims to keep investment‑grade credit, which eased funding worries and lifted shares. For Canadian investors, this move signals long‑term capacity for AI workloads tied to major clients and rising cloud demand. We break down what this means for financing, profitability, technicals, and the next catalysts for ORCL.