Oracle (NYSE:ORCL) just turned in the quarter that finally validates the AI infrastructure thesis. Cloud Infrastructure revenue jumped 93% year over year to $5.79 billion in Q4 FY2026, and the remaining performance obligation backlog now sits at $638 billion. Shares closed at $201.26 on June 10, up just 3.89% year to date. The disconnect between … Can Oracle Hit $400? This Is How It Could
