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ORCL
Benzinga
33 days

Oracle's Nvidia‑Backed AI Push Set To Upend The Cloud

1. Oracle is becoming a major player in AI infrastructure. 2. Scotiabank projects Oracle's price to reach $300. 3. AI demand to boost Oracle Cloud Infrastructure significantly. 4. Partnerships with Amazon, Microsoft, and Google stabilize market share. 5. Analyst expects Oracle's GPU revenue to quadruple by fiscal 2026.

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FAQ

Why Bullish?

Scotiabank's endorsement and price target suggest robust growth, reflecting optimism about ORCL's evolving role in AI.

How important is it?

The article discusses Oracle's strategic pivot and expected revenue growth, making it highly relevant for investors.

Why Long Term?

Successful execution on AI infrastructure could take time, with long-term benefits expected as partnerships and product offerings mature.

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