Why Oracle Stock is the Trade to Watch After OpenAI's AGI Claim
Oracle's $300 billion OpenAI deal makes it an AGI infrastructure proxy. Thursday's earnings will test cloud growth and backlog conversion.
Oracle signed a big deal to help OpenAI build super-powerful AI, which makes Oracle's business tied to AI's growth. When Oracle reports its results Thursday, people will look for signs that this AI work is really making the company stronger.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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