Name: 'Significant' Backlog v. Massive Debt: Will ORCL Win A.I. Race or 'Come in Last?'
Uploaded: 2025-12-11T17:22:18.646-06:00
Duration: 7 min 52 s
Description: Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race. Both panelists highlight bear and bull cases for the company as the stock sells off after earnings.

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Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race. Both panelists highlight bear and bull cases for the company as the stock sells off after earnings.

'Significant' Backlog v. Massive Debt: Will ORCL Win A.I. Race or 'Come in Last?'

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