Oracle (ORCL)’s execution concerns weigh on Polen Focus Growth Strategy returns

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q4 2025 investor letter. A copy of the letter can be ...
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Oracle’s debt mountain grows: $56 billion in new borrowing as cash flow turns deeply negative

Oracle’s Debt Crisis Deepens: Oracle debt spikes $56 billion as cash flow turns negative, raising investor alarms. The tech giant borrowed aggressively to fund its AI and cloud expansion. Free cash ...