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Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.
Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.
Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.
Oracle is spending tens of billions of dollars to build massive data centers for OpenAI, as part of a huge deal announced under President Donald Trump’s administration at the White House in January.
Oracle and other software stocks are undergoing a major sell-off.
Oracle (NYSE:ORCL) reported its fiscal third-quarter 2026 results after the bell on Tuesday, March 10, and the market liked ...
Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...
Oracle Corporation is rated a Buy due to robust execution, margin inflection, and high potential cloud growth opportunity.
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