My top pick is
$Oracle(ORCL)$ . I’m watching it closely because AI and cloud infrastructure demand remain strong growth drivers, while the market is waiting to see whether its huge backlog can translate into real revenue and EPS growth.
I’ll be watching for an EPS beat and continued cloud growth. If Oracle can show that AI demand is converting into actual bookings and revenue, I think the stock could regain momentum after its recent weakness. A strong outlook or guidance upgrade could be an even bigger catalyst than the headline EPS beat.
For me, ORCL offers a better growth opportunity than chasing dividend yield. I wouldn’t chase a pre-earnings rally, but I’d consider adding on weakness if the fundamentals remain intact.
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