$ORCL earnings are coming Sept. 10, and honestly, the $638B backlog is the number I’m watching.
That’s up 363% YoY, but Oracle is also spending heavily on AI infrastructure with ~$70B in expected CapEx.
Big growth story, but the spending and leverage make this one interesting.
#Oracle #BingX #BTC Price Analysis#
That’s up 363% YoY, but Oracle is also spending heavily on AI infrastructure with ~$70B in expected CapEx.
Big growth story, but the spending and leverage make this one interesting.
#Oracle #BingX #BTC Price Analysis#
