Oracle guides to $90–95 billion capex for fiscal 2027; shares dip
According to TradingView, Oracle expects fiscal 2027 capex of $90–95 billion, while its shares fell nearly 3% on reports Microsoft declined to renew an AI deal.
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what happened
According to TradingView, Oracle reported capital expenditure of $55.7 billion for fiscal 2026 and expects spending of $90 billion to $95 billion in fiscal 2027.
Its shares slipped nearly 3% after reports that Microsoft chose not to renew its AI computing agreement and had been scaling back its use of capacity. The 2023 deal supported an AI-powered version of Bing.
Oracle stated that customer interest in its AI infrastructure stays strong, including for capacity built on earlier-generation GPUs. The company will also hold its virtual 2026 annual meeting on November 18.
why it matters
The figures point to the scale of AI spending across the sector. Five major hyperscalers sold more than $370.7 billion of US investment-grade bonds through November 4, about one-fifth of total issuance, according to LSEG data. Heavy borrowing to fund AI projects makes the debt market and tech stocks sensitive to contract news and spending plans.
market impact
Oracle shares: reports that Microsoft will not renew its compute deal weigh on the stock
- Oracle shares pressure down — reports that Microsoft declined to renew its AI computing deal hit the stock
tags
instruments
sources
- Key facts: Oracle FY27 capex; shares dip; joins $370.7B bond wave — TradingView, 7 November 2026 at 08:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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