Image by Cristian Ibarra from Pixabay The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk. Oracle (ORCL) just signed $67 billion in AI infrastructure contracts in a single quarter, swelling its backlog of future business to a steep $638 billion. Yet the stock has fallen 21.0% over the past month and trades about 53% below its 52-week high. This divergence suggests a notable disconnect between operational ...