Oracle’s AI Boom Faces A Reality Check: DOGE Doubts, Debt, TikTok Risks – Oracle (NYSE:ORCL)

Oracle Corp ORCL has built a solid AI narrative, with its cloud business, government contracts and a role in the high-profile Stargate initiative.

But is all this enough to justify its steep valuation? Especially as the company heads towards reporting its third quarter earnings on Monday.

JPMorgan analyst Mark R. Murphy remains Neutral, acknowledging the potential for a spike in remaining performance obligations (RPO) but raising concerns about Oracle’s heavy debt load and…