This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database, applications and AI-cloud provider, rose about 1% to $133.96 at 10.04 EST time on Tuesday trading, even as investors weighed a tougher question: when will AI spending pay off? Oppenheimer included Oracle among software companies with AI businesses exceeding $1 billion, but said corporate buyers are demanding measurable returns. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart The growth is real. Oracle reported $11.6 billion in quarterly cloud revenue, up 62%, while cloud infrastructure revenue more than doubled to $7.4 billion.
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