$Oracle(ORCL.US) Oracle is receiving support from Wedbush amid discussions on its AI investments. Wedbush believes Oracle is positioning itself well for the AI cycle's next phase, emphasizing the importance of infrastructure and data access. They argue that Oracle's capital spending is justified by visible demand and customer commitments, with a capex-to-remaining performance obligation ratio of 9%, significantly lower than the peer average of 33.6%. Oracle could still be a long term potential, but investors are obviously still cautious of the valuation. @Bridge Buzz SG
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