Oracle announced that its fourth-quarter revenue reached $17.19 billion, a 18% year-over-year increase, surpassing expectations. Boosted by this news, pre-market stock surged 11%. Cloud business revenue grew 41%, infrastructure sales increased 81%, mainly driven by strong demand for artificial intelligence. Management dismissed market concerns about the "SaaS end of days," noting that customers want to integrate AI into existing systems. Additionally, the company alleviated worries about its balance sheet, stating that its $30 billion debt financing plan for AI infrastructure received oversubscriptions.