$ORCL: It's annoying for anyone who was hoping the AI spending wave was about to roll over, but can we really ignore what it means for the…

First reported Oct 28, 2026, 19:07 UTC

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$ORCL: It's annoying for anyone who was hoping the AI spending wave was about to roll over, but can we really ignore what it means for the rest of the chain? They just said: - capex peaks in FY27–FY28, free cash flow turns positive in 2H FY28 - they target $30B+ in FCF by FY29… — @Bearlovesbull (X), Oct 28, 2026, 19:07 UTC

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