Oracle Is No Longer AI’s Dark Horse - WSJ

1. Oracle's AI-driven growth could reshape its business landscape significantly. 2. The company reported $138 billion in remaining performance obligations, up sharply year-over-year. 3. Oracle's stock price doubled in two years, reaching a market cap of $650 billion. 4. A new agreement could yield over $30 billion annual revenue beginning in 2028. 5. Investments in AI infrastructure are costly, impacting Oracle's cash flow significantly.