By Johnny Rice
Publication Date: 2026-02-21 10:11:00
If the expansion of artificial intelligence (AI) develops as the bulls expect, oracle (ORCL 5.40%) is capable of making big profits.
Oracle is fully committed to AI
Oracle Cloud Infrastructure (OCI) revenue is growing 66% year-over-year (YOY) and its backlog has exploded to over $523 billion due to massive development AI contracts with Metaplatforms, Nvidiaand OpenAI. OCI is now the fastest growing major cloud platform Amazon Web services and Microsoftis Azure.
Today’s change
(-5.40%)$-8.46
Current price
$148.08
Important data points
Market capitalization
$426 billion
Daily range
$147.39 -$153.99
52 weeks range
$118.86 -$345.72
volume
30M
Avg. Vol
29M
Gross margin
65.40%
Dividend yield
1.35%
Oracle takes a lot to run just right
The problem is that the company is betting on the farm, so to speak. The company is taking on tens of billions of dollars in debt and is considering selling profitable business units to finance the expansion of the data center needed to serve its AI customers and to catch up with the massive backlog.
If all goes well, the bet will pay off handsomely…