Meta Platforms is mentioned as borrowing tens of billions of dollars, likely for its infrastructure investments.
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Is Oracle an No-Brainer Buy After the Spectacular Investor Update? | ORCL Stock Analysis
Sep 12, 2026
Oracle's recent investor update showed a significant increase in backlog and remaining performance obligations, reaching $664 billion, comparable to giants like Amazon and Microsoft. Despite strong revenue and operating income growth, free cash flow remains negative due to substantial data center investments. However, new contract structures with upfront deposits are helping Oracle's cash flow situation.
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CoreWeave is mentioned as a NeoCloud company experiencing more demand than supply for computing capacity.
Alphabet is mentioned as a peer to Oracle in terms of remaining performance obligations in their cloud segment and operating margins.
Microsoft is mentioned as a peer to Oracle in terms of remaining performance obligations in their cloud segment and operating margins.
Amazon is mentioned as a peer to Oracle in terms of remaining performance obligations in their cloud segment.
Oracle stock is a buy opportunity after its investor update showed soaring backlog and RPO, despite ongoing negative free cash flow from data center expansion.
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