Reported 2 days ago
Analyst Siti Panigrahi emphasizes Oracle's successful transformation and emergence as a leader in the cloud industry, highlighting its surprising double-digit growth after a decade of stagnation. Panigrahi attributes this success not only to AI advancements but also to the company's comprehensive data and infrastructure capabilities, marking a new era for Oracle. He encourages investors to concentrate on SaaS and cloud application firms to harness the potential of the AI wave.
Source: YAHOO