The company faces a lawsuit from a pension plan alleging it failed to disclose the need for significant additional debt to finance its AI infrastructure. However, its remaining performance obligations have surged to $523 billion, quadrupling year-over-year, providing strong multi-year revenue visibility driven by cloud and AI contracts. A legendary investor has taken a bearish stance on the stock, citing concerns over its aggressive spending. The company is also expanding its cloud talent hub and launching new retail supply chain solutions.