[PERSON]
Hilary Maxson
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Situations
Oracle AI spending, stock volatility and massive backlog
47 clusters · 178 sources · last updated
Latest: Oracle AI growth boosts Wall Street as European markets face ECB rate hikes
Oracle’s aggressive pivot toward large-scale AI infrastructure continues to drive both growth and financial volatility. While the company maintains a massive contracted backlog, its debt-heavy strategy to fund AI data ce