The Zacks Analyst Blog Oracle, Amazon and Alphabet

The Zacks Analyst Blog Oracle, Amazon and Alphabet

By Zacks Equity Research
Publication Date: 2026-01-28 07:56:00

Chicago, IL – January 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day, Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured on the blog include Oracle’s ORCL, Amazon AMZN and Alphabet GOOGL.

oracleIncreasing cloud capex positions the company for its next phase of growth by expanding capacity to meet increasing AI and enterprise cloud demand. Management increased its fiscal 2026 capital expenditure forecast to approximately $50 billion, nearly $15 billion above previous estimates, reflecting strong visibility into cloud bookings and future workloads.

In the second quarter of fiscal 2026, Oracle invested approximately $12 billion, primarily in GPU-based infrastructure and data centers, to support the growth of Oracle Cloud Infrastructure. While these high expenses resulted in negative free cash flow in the quarter, the company emphasized that…