Oracle is trucking compressed natural gas to power its AI data centers due to delays in pipeline construction and permits. This costly workaround helps Oracle meet fixed delivery dates on AI capacity contracts, avoiding penalties despite fuel costs being roughly four times higher than pipeline gas. Oracle faces a $664 billion backlog of signed contracts and heavy capital spending, making timely delivery critical amid operational risks. Analysts are divided, with some bullish on Oracle's growth potential and others cautious until execution improves.
As of Oct 12, 2026 19:02 WIB, Oracle Corporation's stock on Pluang is priced at USD 140.60, showing a 0.66% decline in the last day. The company holds a market capitalization of $428.65 billion and an enterprise value of $552.46 billion. Despite operational challenges mentioned in the news, Oracle maintains a dividend yield of 1.41%, with a typical hold time of 73 days on Pluang.
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Oracle's stock is near a 52-week low despite strong quarterly results and a growing cloud backlog valued at $664 billion in remaining performance obligations. The company reported a 29.6% revenue increase and raised its fiscal 2027 EPS guidance, sign...
