Yes, the AI beneficiary is back in the game. Four developments make me bullish!
New AI capacities are immediately profitable and yield a 32% gross margin. Demand exceeds supply. RPO +325% at 553 billion USD!
Reading Time: 2 minutes
With the numbers on the evening of March 10, 2026, the moment of truth arrived for Oracle (i). The company has survived and is back in play as a beneficiary of AI. I'm particularly bullish about the following developments and statements, which is why, after the 60% price correction since the 52-week high, the lows behind the stock should be in the past. 1. The Remaining Performance Obligations - essentially the orders - increased sequentially by another 29 billion USD in Q3, rising to 553 billion USD (+325% year-on-year). Oracle emphasizes that...
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