Oracle (NYSE:ORCL) is no longer just an old enterprise software name. Its cloud infrastructure growth, OpenAI partnership, and massive AI backlog are turning it into one of the market’s more interesting AI infrastructure stories. The upside could be significant, but the stock still carries real risk tied to debt, free cash flow, and execution.
Stock prices used were the market prices of April 28, 2026. The video was published on May 2, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.