Investors have been reminded lately that artificial intelligence (AI) infrastructure investments are not always ...
Oracle (NYSE: ORCL) reported quarterly financial results that underwhelmed stock market investors. *Stock prices used were the afternoon prices of Dec. 10, 2025. The video was published on Dec. 12, ...
I am reiterating my “buy” rating on Oracle with a $328 price target, implying 51% upside, despite recent stock weakness and credit concerns. Oracle’s backlog exceeds $500B, taking into account $65B of ...
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...