ORCL Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages ORCL Investors with Losses to Contact the Firm

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• OpenAI's ability to meet contractual obligations will be contingent on AI tailwinds continuing and its models being a market leader to continue to raise external financing

  80% confidence

• Oracle's $248 billion lease commitment disclosure is a bombshell disclosure

  80% confidence

• Oracle really matters because it is the harbinger of the AI capex boom

  80% confidence

• Oracle's substantially increased spending on AI infrastructure would rapidly convert into accelerating revenue and profit growth

  80% confidence

• OpenAI could account for more than a third of total Oracle revenues by fiscal 2028 and even a greater share by fiscal 2030

  80% confidence

• Oracle's promises of massive new revenues from increased AI infrastructure business are unlikely to materialize

  80% confidence

• Oracle's future lease exposure far exceeds similar commitments by peers with a mismatch between long duration of property leases and much shorter contracts with key customers such as OpenAI

  80% confidence

• This repricing in debt markets is very consistent with the view that risks are building

  80% confidence

• Oracle has very good line-of-sight for capabilities to spend on CapEx right before it starts generating revenue

  80% confidence

• Oracle expected to spend less than $100 billion on AI growth plans ahead

  80% confidence

• Oracle now projected $50 billion of CapEx in fiscal year 2026—$15 billion more than the Company's previous projection in September 2025 and as much as $25 billion more than the Company's projection in June 2025

  80% confidence