巨额AI支出引担忧 甲骨文股价创1月以来最大单日跌幅

Group 1 - Oracle's stock price experienced its largest single-day drop in nearly 11 months, closing at $198.85 per share with a decline of nearly 11% on December 11 [1] - Since reaching an all-time high on September 10, Oracle's stock has fallen approximately 40% as of December 11 [1] - A measure of Oracle's credit risk has reached a 16-year high [1] Group 2 - Oracle reported a significant increase in capital expenditures for data centers, reaching approximately $12 billion in the second fiscal quarter, up from $8.5 billion in the previous quarter [1] - Analysts had previously estimated capital expenditures for the quarter to be $8.25 billion [1] - The company expects capital expenditures for data centers to reach about $50 billion for the fiscal year ending in May 2026, an increase of $15 billion from previous forecasts [1] Group 3 - Oracle's second fiscal quarter total revenue grew by 14% to $16.1 billion, with cloud software application revenue increasing by 11% to $3.9 billion [1] - The company's free cash flow has decreased to negative $10 billion, with total debt around $106 billion [1] - Analysts suggest that investors seem to expect incremental capital expenditures to generate revenue faster than current realities indicate [1] Group 4 - The stock price drop on December 11 resulted in a $24.9 billion decrease in the net worth of Oracle co-founder Larry Ellison [2] - Ellison briefly surpassed Elon Musk to become the world's richest person on September 10 [2]