I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the ...
The contracted backlog hit $553 billion in the most recent quarter, up 325% from a year earlier. A roughly $300 billion deal with OpenAI accounts for much of that backlog -- and likely much of the ...
Oracle's AI cloud story is getting bigger, but investors still have to weigh massive demand against debt, cash flow pressure, and execution risk. By Rick Orford – May 4, 2026 at 2:15PM EST ...