Oracle's AI Investments Yet to Pay Off as Revenue Growth Slows

Oracle's stock is down despite its investments in AI, as monetizing AI takes time.

Oracle reported slower revenue growth in its latest quarterly results versus a year ago.

Oracle is ramping up AI capabilities in its cloud platform, but this requires major spending on data centers and hardware.

Integrating Oracle's acquisition of Cerner poses challenges, as it transitions Cerner to a cloud subscription model.

Oracle needs enough GPU chips to meet AI demand, but faces shortages, so investors await signs of when AI efforts will pay off.