Oracle's AI Bill Rattles Investors

Oracle just rattled investors with its AI bill. Oracle says its 2026 spending will

jump by an extra $15 billion as it builds out capacity for AI workloads and

huge cloud commitments. The company’s backlog surged $68 billion this quarter, pushed by Meta

and Nvidia, taking total obligations to a massive $523 billion. But restructuring costs

are ballooning, debt fears are rising, and investors sent the stock down

more than 11 percent after hours. Oracle is betting heavily on AI infrastructure,

but the market is nervous about the cash burn, the debt load, and whether all

those cloud IOUs get fulfilled. Big tech bets are getting wild. More sharp tech