Oracle’s Earnings Will Prove Its AI Worth. Buy the Stock.  - Barron's

1. ORCL stock drops 20% since November; earnings growth expected from AI growth. 2. Strong dollar pressures Oracle's overseas revenue; impacts sales guidance. 3. Oracle transitioning clients to cloud products; market keen on new larger deals. 4. AI-specific revenue growth anticipated at 51.5%, crucial for earnings. 5. Analysts expect Oracle to exceed earnings estimates, boosting market confidence.