ORCL
Oracle has reinvented itself as the backbone of the AI boom, with its cloud infrastructure now powering giant superclusters and attracting enormous long-term contracts that have pushed its backlog to unprecedented levels. If it can keep building capacity fast enough to meet this “insatiable” demand, the company’s shift from slow-and-steady enterprise player to high-growth AI infrastructure provider could fundamentally change how the market values it.
Expect ORCL to bounce after earnings.
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ORCL
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