Summary

• Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue growth.
• ORCL's cloud revenue now exceeds 52% of total revenue, with cloud infrastructure revenue up 84% YoY and MultiCloud database revenue up 531%.
• Despite aggressive $50B capex and $124.7B in debt, management expects no further bond issuance in 2026, citing pre-funded AI contracts and strong demand.
• ORCL's fiscal 2027 revenue target is $90B, with a longer-term roadmap to $144B in cloud infrastructure revenue by 2030, underpinned by signed contracts.

Oracle Corporation (ORCL) has been around for almost 50 years, and for the most part, the company has made its money selling database software and enterprise software tools to corporations. That was its bread and

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