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Oracle Faces Investor Scrutiny as AI Expansion Drives Long-Term Commitments
Oracle enters the new week under scrutiny as massive AI-related lease commitments raise questions about execution risk, cash flows, and long-term profitability despite strong contracted demand.
As markets head into the weekend, remains in focus as investors weigh the rewards and risks of its aggressive AI and cloud infrastructure buildout. Shares last traded near $198, close to recent highs, with attention shifting to disclosures in Oracle’s latest quarterly filing. The company reported remaining performance obligations exceeding $520 billion, underlining strong contracted demand.