Oracle Market Value Falls $315 Billion Since OpenAI Partnership Announcement

Oracle Corporation's market capitalization has declined by $315 billion since announcing a $300 billion cloud infrastructure partnership with OpenAI on September 10. The company plans to allocate $35 billion toward capital expenditures in the current fiscal year, with projections reaching $80 billion annually by 2029. Net debt has increased to 2.5 times EBITDA, more than doubling since 2021, with negative cash flow expected through five consecutive fiscal years.