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Oracle earnings: AI growth, OpenAI deal and $20 billion funding plan

Economic Times 1 hr ago·7 Sept 2026, 7:35 am

Oracle's upcoming earnings will put its AI cloud growth, massive $638 billion backlog and funding requirements under the spotlight. Investors will track the pace of revenue conversion, capital spending, free cash flow and developments around its reported $300 billion OpenAI cloud deal, alongside the potential $20 billion equity raise.

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