Oracle: The AI Infrastructure Juggernaut Hiding In Plain Sight

Oracle Corporation delivered a robust Q3, with 22% YoY revenue growth and cloud revenue now 52% of total, driven by AI infrastructure demand. ORCL's aggressive CapEx—up 127% YoY—has fueled an 84% YoY surge in cloud infrastructure revenue, positioning it as a key AI infrastructure player. Despite a weak balance sheet and negative free cash flow, ORCL's $553B RPO and accelerating cloud growth underpin a bullish long-term outlook.