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's capital spending for 2026 exceeded its projection and the cloud computing company said on Wednesday it would raise more debt in 2027, reflecting the staggering…

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