I added to my Oracle (NYSE:ORCL) position, driven by its strategic $300 billion cloud deal with OpenAI announced in September 2025. Oracle will provide 4.5 gigawatts of computing power annually for five years, starting in 2027, solidifying its leadership in enterprise AI infrastructure. To support this, Oracle plans to raise $45–50 billion in 2026 through a mix of equity and debt. While the capital raise could temporarily dilute shares, the long-term revenue potential from this partnership positions Oracle for significant growth in cloud and AI services, making it an attractive investment.
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