# Oracle Corporation (ORCL) may be the only stock in software where I have a high conviction of a turnaround.

*business · news · 2026-04-15 · Seeking Alpha*

## Key points

- Oracle's recent funding rounds were heavily oversubscribed despite reporting negative free cash flow.
- Some large Oracle AI contracts involve customer prepayments or customer-supplied GPUs, easing funding needs.
- Execution risk, especially data center buildout delays, could postpone revenue and trigger a stock selloff.
- The market is increasingly viewing Oracle as a cloud company rather than solely a software provider.

**Companies:** Oracle Corporation
**Countries:** United States

[Read the full story on Seeking Alpha](https://seekingalpha.com/article/4890747-oracle-still-priced-like-its-dead-money)

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