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Oracle AI data-center illustration showing surging cloud demand, a $664 billion backlog, heavy capital spending and negative free cash flow.

Oracle Stock (ORCL): Can a $664 Billion Backlog Outrun the AI Capex Bill?

Oracle’s cloud-infrastructure revenue surged 121% as remaining performance obligations reached $664 billion. With Larry Ellison still owning roughly 40%, institutions controlling most of the float and valuation sharply compressed, ORCL looks compelling—but heavy debt, negative free cash flow and an enormous AI buildout make execution everything.

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