Oracle's AI Future: Undervalued Infrastructure

Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ...

Oracle: Why The Market Ignores A $553 Billion Backlog

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...
24/7 Wall St

Oracle can self-fund AI capex without hitting credit markets, DCLA says

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.
Business Insider

Oracle just revived fears that tech giants are spending too much on AI

Oracle stock plunged 14% on Thursday, weighing on the broader AI trade. The tech leader posted lower-than-expected quarterly revenue, raising concerns of AI overspending. It's the latest red flag for ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Nasdaq

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive ...
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Oracle pushes up capex spending on AI: High risk or high reward?

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...