#ORCL

Mar 14, 2026

$ORCL Q3 FY2026 Deep Dive: Borrowed $134B to Bet on AI — Is Oracle Crazy or Visionary?

Oracle Q3 FY2026 earnings deep dive: OCI growing 84%, $553B RPO, but $134.6B total debt and negative $24.7B free cash flow. A leveraged bet on AI infrastructure — PASS at $164, wait for $140-145.

Mar 14, 2026

$ORCL Q3 FY2026 深度解析：借了$134B去赌AI，Oracle是疯了还是先知？

Oracle Q3 FY2026财报深度解析：OCI增速84%，$553B RPO，但$134.6B总债务、负$24.7B自由现金流。用杠杆对赌AI基建——PASS @ $164，等$140-145。