I made an additional investment in Oracle (ORCL) despite a “lackluster print” this quarter, where RPO growth improved modestly by 15% QoQ but was overshadowed by higher-than-expected capital expenditure plans. Oracle’s guidance for fiscal year 2026 capex has jumped by $15 billion to $50 billion, sparking questions about funding its data center expansion. Management, however, reassured investors that maintaining an investment-grade credit rating remains a priority and emphasized access to multiple funding options. This demonstrates Oracle’s commitment to long-term growth, making it an attractive opportunity for investors focused on future cloud and infrastructure expansion.