Oracle: Massive Growth Potential Amid Apprehensions Over Valuation

22 days ago

"Stock number three, Oracle. Now guys, this is an AI name that should catch your attention. As many of you know, Oracle is one of the world's largest enterprise software and technology companies. Historically, it has been known for its database products and enterprise software. But over recent years, the company has transformed itself into a cloud and infrastructure provider with a focus on AI ready services that help enterprises run large-scale workloads. In its most recent quarter, Oracle reported strong revenue growth of 14% year-over-year. Guys, that's huge for a company this large. Cloud revenue alone was 33% and cloud infrastructure was up 66% as businesses increasingly adopt cloud and AI platforms."

The speaker discusses Oracle's evolution from a traditional enterprise software firm to a cloud and AI-focused powerhouse. Despite impressive revenue and cloud growth figures, there remains a level of apprehension about the company's high valuation and heavy capital expenditures, leaving its near-term outlook mixed.

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