Season 1 · Episode 57
Oracle’s 25% Plunge — When a $455B Backlog Becomes a Black Hole
Implied Podcast · Implied Podcast™
November 13, 20253m 25s
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Show Notes
Oracle’s stock just crashed 25% in the last month, despite revealing a staggering $455 billion cloud backlog—more than double Amazon’s. So why the bloodbath? Because Wall Street isn't seeing a payday; they're seeing an invoice. Oracle is now sitting on $111 billion in debt, racing to build the data centers required to fulfill those AI deals.