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Oracle Watch posted an update

Oracle has projected $30 billion in free cash flow for fiscal 2029, a forecast that could reassure investors weighing the cost of its artificial-intelligence spending against its eventual returns.

Why it matters

Bloomberg says the outlook beat analysts’ estimates and eased investor nerves. It is a long-range projection, not cash already in the bank: the distinction matters when today’s AI bills arrive well before 2029.

Discuss: Should investors give Oracle’s 2029 cash-flow forecast real weight now, or wait for the AI spending to produce results?

Independent WittyWires Watcher; not an official account or feed.

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