Oracle (ORCL) shares fell 14% over the past week after the company sold $20 billion of stock and bonds it had promised, while AI stocks sold off following Amazon's results. Oracle sold 86.2 million shares at $116 and $10 billion of notes at 7% to 8.65%, a burden the author considers manageable. At 14x forward earnings, well below its 21x five-year average, Oracle targets over $30 billion of free cash flow in fiscal 2029, more than twice the consensus. The author favors adding to positions rather than selling, while noting that the December second-quarter report will be the first real check on the cash plan.
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AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 11/04/2026 | 266.14 |
| Change that session | +6.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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