My top growth pick this week is Oracle (ORCL). The higher EPS expectation is encouraging, but the bigger story is its AI and cloud opportunity. Oracle’s expanding cloud infrastructure and growing AI-related demand could support both revenue and earnings growth. The key question is whether its results and forward guidance can beat already-high expectations.

For dividends, I prefer BlackRock (BLK). It offers an attractive combination of dividend income, strong cash generation and exposure to long-term growth in global asset management. Still, I wouldn’t buy a stock solely for its ex-dividend date, because the share price can adjust after the dividend.

Overall, ORCL is my growth choice, while BLK is my income-and-quality choice. I’ll focus more on earnings quality, guidance and valuation than simply chasing the biggest EPS increase.

@TigerPicks [财迷]

# 💰Stocks to watch today?(21 September)

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  • catandbull
    ·09-07
    I care more about Oracle's enterprise database base than the headline EPS beat. That gives its AI cloud a stickier lane than AWS or Azure when inference workloads start scaling
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