I’ve added to my position in Oracle (ORCL) based on a strategic view of its AI-driven growth potential. RBC Capital recently lowered its price target to $195 but highlighted that 2026 could be a turning point as the benefits of AI become increasingly tangible for companies ready to adopt enterprise solutions. With enterprise spending stabilizing and early signs of recovery in certain sectors, GenAI innovation positions Oracle for meaningful growth. While management remains cautious in early guidance, this creates an attractive entry point for investors focused on long-term AI adoption and enterprise transformation.
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- LesleyNewman·01-09 04:48Spot on! Oracle's AI push is a solid long-term bet for 2026. [强]LikeReport