Bloomberg Intelligence Oracle Slides by Most Since January on Mounting AI Spending
Dec 11, 2025
Anurag Rana, a senior technology analyst, discusses Oracle's significant stock drop linked to rising AI spending and the investor jitters around revenue conversion. Lindsey Dutch, a consumer hardlines expert, shares insights on the expanding retail landscape, anticipating strong revenue growth through 2026. Madison Muller, covering health news, highlights Eli Lilly's groundbreaking obesity drug trials showing remarkable weight loss results, stirring excitement in the pharmaceutical market.
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Backlog Needs To Become Revenue
- Oracle missed cloud-infrastructure growth expectations which unnerved investors despite large headline growth rates.
- Converting a massive backlog into revenue is the central challenge for Oracle's cloud story.
OpenAI Drives Skepticism Over Backlog
- Over $300 billion of Oracle's backlog reportedly stems from OpenAI, raising plausibility concerns.
- Investors question whether OpenAI will spend the bulk of its future infrastructure needs with Oracle alone.
Use Off‑Balance Funding For Expansion
- Oracle should consider off-balance financing like a special purpose vehicle to fund data-center expansion.
- Such a structure could reassure investors by keeping capacity financing separate from Oracle's core balance sheet.