Did Oracle's (ORCL) Debt-Fueled AI Expansion and New Board Member Just Shift Its Investment Narrative?
In recent weeks, Oracle announced it unanimously elected former Quest Diagnostics CEO Stephen Rusckowski to its board, while Orca Security revealed its Cloud Native Application Protection Platform is now available in Oracle Cloud Marketplace for deployment on Oracle Cloud Infrastructure. This period also saw market and analyst focus shift toward Oracle's substantial increase in debt to fund AI data center expansion, prompting debate over its financial risk and reliance on large-scale OpenAI...