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Analysts believe that the rise in the adoption of artificial intelligence (AI) applications could boost Oracle’s cloud infrastructure business because the advances made in its networking technology are more suited to take on AI workloads.
Source: https://247wallst.com/investing/2023/09/12/oracle-sinks-post-lackluster-q1-earnings-etfs-in-focus/
I am not going to try to go through Oracle’s many revenue buckets and proclaim some kind of eureka moment in terms of its future multi-year CAGR.
These remarkable figures paint a vivid portrait of Oracle’s relentless growth.
Source: https://investorplace.com/2023/08/3-machine-learning-stocks-to-buy-before-the-breakout/
Wall Street analysts are skeptical as to whether Oracle’s attempts to compete in data-center infrastructure with bigger rivals will pay off.