Jim Cramer defends Oracle's $40B AI financing amid a 10% stock drop, arguing the CapEx isn't outrageous given ORCL's $638B RPO backlog.

June 10 : Oracle reported fourth-quarter revenue that narrowly beat Wall Street expectations on Wednesday, amid growing concerns about its spending and AI-driven disruption to…

June 10 : Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in…

Oracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans and rising debt concerns. The companys…

Q4 sales climbed 21%, but Wall Street more interested in $70B buildout bill