My Call: US$162.10
Oracle’s massive cloud infrastructure surge (+121%) and $664B backlog prove that enterprise AI demand is converting into real revenue. Despite macro headwinds and hot PPI pressure keeping bond yields elevated, the fundamental OCI momentum outweighs broad market caution. I expect the stock to capture a +6% gain from Thursday 152.94 close, settling right around 162.10 as bulls step in post-earnings.
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