Oracle is investing heavily in capital expenditures, leaving its dividend growth vulnerable in the near term.

The market is worried that the company's huge AI spending won't lead to meaningful value creation.

The tech giant has invested huge sums in the AI infrastructure buildout in recent times.

Oracle Corporation features a $523B RPO backlog, robust cloud growth, and a $320 target price for the AI supercycle. See why ORCL stock is a strong buy.