Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from ...

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a ...

Oracle faces scrutiny as its AI cloud backlog, capital spending, borrowing, customer concentration and expanded IBM ...

Oracle’s AI cloud expansion supports demand growth, while borrowing, infrastructure costs, regulation, and execution create a ...