Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6. 1%, vs. the S&P 500 TR’s (CAD) -3. 1%, MSCI AC TR’s (CAD) -0. 6%, and the S&P TSX TR’s 4. 0% returns.