00:00Wall Street is bracing for a make-or-break moment for one of tech's biggest AI plays.
00:05Oracle shares climbed roughly 2% Tuesday, pushing the company's market value close to $457 billion.
00:12As analysts raised their price targets just two days ahead of the company's next earnings report,
00:18options traders are now pricing in an 11% swing in the stock once results land,
00:23with Wall Street expecting revenue of just over $19 billion, up nearly 28% from a year ago.
00:30That growth is being driven almost entirely by Oracle's cloud infrastructure business,
00:35which is riding the wave of enterprise AI demand.
00:38Oracle's most recent quarter already showed cloud infrastructure revenue jumping 77%,
00:43with a record backlog of contracted future business worth $638 billion.
00:49The real question investors are watching now is whether Oracle can actually turn that massive AI-fueled backlog into real,
00:57sustainable cash flow.
00:58Disclosure. This video contains stock footage and content created or enhanced using AI-assisted tools.
