Oracle (ORCL) has massively expanded its global cloud presence in recent years. Analysts at Cantor Fitzgerald now recommend buying. The upside potential is around 33%.

Oracle (ORCL) is, in our view, an important player in the AI era. The company strategically positioned itself in a timely manner, particularly through the strategic expansion of its cloud regions and the offering of Sovereign Clouds. Oracle has massively expanded its global cloud presence in recent years and will continue to do so. This broad geographic coverage allows Oracle to provide customers in various countries and regions with locally available cloud services. This is especially important for AI workloads, which often handle large amounts...