Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue growth. ORCL's cloud revenue now exceeds 52% of total revenue, with cloud ...

“The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

At the center of Oracle's AI narrative is its remaining performance obligations (RPO), which now sit at $553 billion. The question smart investors are asking is whether Oracle really has a tidal wave ...

Oracle's big gamble is that it can transition from its traditional wheelhouse of database and software-as-a-service (SaaS) solutions into a massive AI infrastructure hyperscaler (i.e., operator of ...

REDWOOD SHORES, CALIFORNIA - JUNE 13: A sign is posted in front of Oracle headquarters on June 13, 2022 in Redwood Shores, California. Oracle reported fourth-quarter earnings with revenue of $11.8 ...