Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

If ever there were a stock that captured the hopes and fear of the AI trade, it's Oracle.

Sept 10 : Oracle topped Wall Street expectations for first-quarter revenue on Thursday and lifted its annual profit forecast, boosted by strong demand for its cloud computing…

Oracle shares rose significantly after reporting strong quarterly results. The company secured over thirty billion dollars in new AI cloud contracts. This boosted its revenue…

Oracle stock jumped after cloud revenue sales grew by 121% last quarter

Tech stock coverage for the week of Sept. 7.

Tech stock coverage for the week of Sept. 7.