Wall Street analysts send a clear message as Oracle prepares to report fiscal fourth-quarter results.

Oracle heads into earnings with expectations running high after explosive growth in AI-related cloud demand drove a record backlog and ambitious revenue targets.

Oracle plans to raise $45-50 billion through debt and equity financing to expand its AI cloud infrastructure, backed by a $300 billion OpenAI deal.

Oracle guides to slower OCI server buildout or pauses/reshapes Intel-based AI inference deployments, cutting the demand signal for Xeon CPUs. Buy AMD Buy AMD (AMD). Oracle is contractually deploying 50,

Up 1 hour ago Live That wraps up our initial coverage of Oracle’s Q4 results. Thank you for stopping by! Check out management’s earnings call at 5 PM ET for more updates. Oracle's Massive $638B Backlog Includes $75B of Customer Prepayments and GPUs 1 hour ago Live Management disclosed

The market is punishing AI/cloud capex and cash burn, but the setup is still strong: OCI is expected to surge (92% growth in the fiscal Q4 vs 52% a year ago) and the $553B performance obligations backlog supports demand visibility.

Oracle (ORCL) shares were active in extended trading on Wednesday after the IT giant reported fiscal fourth-quarter results. Read for more.

Oracle (ORCL) heads into its next earnings release on June 10 with plenty of reasons for investors to be concerned. The company has become one of Wall Street’s greatest bets on artificial intelligence infrastructure,