Oracle Just Revealed a Massive $638 Billion Backlog. Here's Why the Stock Fell Anyway.

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

Oracle Earnings To Gauge Whether AI Demand Can Sustain Rapid Expansion

Oracle heads into earnings with expectations running high after explosive growth in AI-related cloud demand drove a record backlog and ambitious revenue targets.

Oracle’s AI spending exceeds forecast, raising concerns over growing debt

Oracle ORCL-N reported fourth-quarter revenue that narrowly beat Wall Street expectations on Wednesday, amid growing concerns about its spending and AI-driven disruption to traditional software demand.
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Live: Will Oracle Crush Q4 Earnings After the Market Closes Tonight?

Up 1 hour ago Live That wraps up our initial coverage of Oracle’s Q4 results. Thank you for stopping by! Check out management’s earnings call at 5 PM ET for more updates. Oracle's Massive $638B Backlog Includes $75B of Customer Prepayments and GPUs 1 hour ago Live Management disclosed

Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock.

BNP Paribas analyst Stefan Slowinski believes that Oracle (ORCL) will increase its capital spending to a range of $80 billion to $100 billion in the upcoming quarterly report sche

Oracle's Stock Has Pulled Back Lately. These Analysts Are Growing More Bullish Anyway

Robust AI spending trends have some Wall Street analysts growing more bullish on Oracle ahead of its earnings report due Wednesday.