Reported about 7 hours ago
Oracle (ORCL), once trailing in the AI sector, has surged over 45% this year due to significant cloud deals and increased AI demand, surpassing competitors like Nvidia and Meta. With analysts divided, questions arise about whether Oracle can transform its growing revenue into sustainable earnings. Despite revenue growth projections of 15%-20% annually and significant contracts, concerns linger about the high costs of its cloud business versus its declining traditional software segment. The true test for Oracle will be its ability to generate profitability from this growth.
Source: YAHOO