• Stock Performance: Shares surged after strong earnings and increased AI demand.
• Chairman Net Worth: Larry Ellison rises to $323 billion, now the world’s second-richest person.

Financial & Strategic Notes:

1. Capital Spending: Rising faster than cash flows, indicating potential borrowing to fund AI investments.
2. AI & Global Collaboration: Oracle will receive part of 500,000 Nvidia microchips exported to the UAE, strengthening U.S.–Gulf AI partnerships.