
Oracle falls around 6% as it launches $20 billion fundraising plan 📉 Oracle shares fell around 6% during November 2 trading after the company filed to offer $10 billion in stock and $10 billion in bonds as it expands its AI infrastructure. 🏗️ The plan was outlined at its October 28 Investor Day. The offerings match its entire additional fundraising limit through FY2030, excluding refinancing of existing debt. ⚖️ New shares would dilute existing ownership, while bonds would increase interest obligations. The price reaction suggests that advance disclosure has not eliminated concerns over financing costs. 💵 Oracle expects free cash flow to turn positive in the second half of FY2028. Meeting that target depends on bringing infrastructure into operation and converting revenue into cash. 🔎 The focus is whether AI cloud growth can offset substantial capital needs and reduce reliance on external funding along the company’s projected timeline. #Oracle