Oracle’s record backlog is booming, so why is the stock down 50%?

Record RPO and fast cloud growth (OCI +93%, cloud +47%) say the AI demand is real. The selloff is about conversion and ...
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Oracle reports on June 10, and its cloud backlog could be the next big test for the AI infrastructure trade

Oracle reports fiscal fourth-quarter results after the close on Wednesday, June 10. Its backlog of signed contracts has swelled past $550 billion, driven by large AI deals. How fast that backlog grows ...