I added to my Oracle position following the recent RBC Capital update. While the analyst lowered the price target to $195 and maintained a Sector Perform rating, the note highlighted that 2026 could be a pivotal year as AI adoption begins to materially benefit enterprise-focused companies. Enterprise spending is stabilizing, and certain sectors are seeing early recovery, driven by GenAI innovation. Oracle, with its strong AI capabilities, is well-positioned to capitalize on this trend. Despite management’s cautious guidance, this investment reflects confidence in Oracle’s long-term growth potential amid AI-driven enterprise transformation.
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- 0billionaire·01-09 05:17Spot on! Oracle's AI potential is huge for 2026. [开心]LikeReport