The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...
Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure ...
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Oracle (ORCL): From Dot-Com Relic to AI Powerhouse
Since the dot com bubble burst in 2000, Wall Street investors have mostly written Oracle (ORCL) off as a “has been.” For much of the 2000s and 2010s, these investors were correct in doing so.
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