Strike now, or wait?
I believe that one can now get a foot in the door with Oracle.
Demand exceeds supply. The new AI Data Platform opens up growth opportunities as Oracle database customers transform to vector databases for AI use.
Reading Time: 2 minutes
With its third-quarter figures, Oracle (ORCL) missed expectations. Further billion-dollar investments are necessary for the Stargate project and the expansion of data center capacities. After the quarterly results, the stock dropped 3% in after-hours trading. But could this not be an opportunity? I believe that for the following reasons, one might start to get a foot in the door with Oracle after the correction. 1.) It is important that growth is expected to accelerate. In the next fiscal year 2026, Oracle is expected to grow by around 15%. By...
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