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Strategies & Market Trends : Young and Older Folk Portfolio

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IncHunter

roguedolphin

From: chowder	12/19/2025 12:57:59 PM
	2 Recommendations Read Replies (1) of 23771

Oracle’s AI Spending Surge Narrows Dividend Safety Margin ? Downgraded on December 19, 2025 Since our November update, Oracle's financial profile has shifted again as the company leans further into the buildout required to support large-scale AI workloads. The growth opportunity remains real, but the cost of pursuing it has risen faster than expected, tightening the margin of safety around the dividend. Oracle entered this higher-spending phase already carrying elevated debt from its 2023 $28 billion Cerner acquisition. That deal has yet to deliver the profit lift management once envisioned, leaving leverage higher than planned just as capital needs are accelerating.

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