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Oracle: A hard pass or a hard-to-pass opportunity?
Oracle’s (NYSE: ORCL) 2025 stock price action might suggest it is a hard pass for 2026, but that would be misreading the ...
Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure ...
Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...
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