GriseldaBrown
03-14

$甲骨文(ORCL)$ tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some "very exciting joint announcements" with $英伟达(NVDA)$ in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two years

Could GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀

Which Stock Will Benefit From AI Race?
The AI sector is undoubtedly one of the hottest sectors in the market, which pushed SaaS stocks and chip stocks to go higher. Microsoft surged to a fresh record high after the company announced the launch of its latest AI assistant, Microsoft Copilot for Security. Adobe becomes the victim of AI development and plunged 11% in the extended trading. ----------------- Which AI stock is your TOP pick? Is it a software company that develops AI? Or is it a chip company that provides computing power?
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