$ORCL earnings after market close today.
Bull case:✅ AI cloud demand✅ Massive backlog✅ Strong OCI growth
Bear case:❌ High expectations❌ Heavy data center spending❌ Any slowdown in guidance could hit the stock
Volatility expected. #Investing#stocks
$ORCL reports earnings after the bell today.
Key things I'm watching: • OCI cloud growth • AI infrastructure demand • Remaining performance obligations (RPO) • FY27 guidance
Oracle has become one of the biggest AI infrastructure plays on the market. Expectations are high.
If AI infrastructure spending continues at this pace, Oracle could surprise a lot of investors over the next few years. Cloud + data centers + AI demand is a powerful combo.
Everyone talks about GPUs. Fewer people talk about who profits from hosting them. $ORCL