Oracle’s Cloud Growth: Disappointing Earnings, but Long-Term Potential?
📊 Oracle's Q3 sales increased by 6% to $14.1 billion, but analysts expected $14.4 billion.
☁️ Oracle's cloud infrastructure revenue also fell short of estimates, causing shares to drop.
📈 Despite this, Oracle projects sales to increase by 15% in the fiscal year starting in June and 20% in fiscal year 2027.
Oracle and AI: Will Public-Private Partnerships Drive Growth?
🚀 Oracle is part of the Stargate project, a public-private partnership focused on AI development.
💰 The project has a substantial budget of $500 billion.
📈 This initiative aims to boost the AI revolution and drive market growth.
Oracle’s Cloud and AI Push: A Stable Bet on the Future?
☁️ Oracle is shifting towards cloud computing, AI, and massive data analysis.
💰 The company has a more predictable financial history compared to SoftBank and has been consistently paying dividends for many years.
✅ Oracle's involvement in the Stargate project reinforces its image as a consolidated company willing to participate in cutting-edge initiatives.
📈 Oracle's stock is currently near its historical high, which could be attractive if it breaks through with strong trading volume.
