Alphabet (GOOG.O) executive says total future commitments, lease and purchase obligations exceed $1 trillion.

Oracle (ORCL.N) expects free cash flow of $30 billion for the fiscal year ending May 2029, well above market expectations of continued negative FCF. It forecasts data-center capacity will exceed 10 GW by the end of fiscal 2028 and plans to begin reducing capex from fiscal 2029. The company said new financing needs before May 2030 will be kept below $20 billion and reiterated a fiscal 2030 revenue target of $225 billion. Analyst Anurag Rana said the plan should ease concerns over heavy AI infrastructure spending in the next two years. Oracle shares rose as much as 13% intraday.

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