Oracle's AI Bet: Overbuilt Or Future-Proof? Analyst Weighs In
1. Oracle expands AI data center regions from 69 to 101 in one year. 2. JPMorgan maintains a Neutral stance on Oracle, setting a $135 price target. 3. Analysts warn of potential AI demand overbuild amid expansion investment. 4. Oracle emphasizes infrastructure flexibility to adapt to fluctuating AI demand. 5. Recent stock price drop reflects market caution regarding AI infrastructure.