Oracle: Keep The Position As AI Pushes Forward (NYSE:ORCL)

The Sequence Radar #719: Oracle’s Quiet AI Decade, Loud Week

TheSequence is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Oracle just had the kind of AI week that forces a narrative rewrite. Beyond a historic market reaction, the company highlighted a step‑change in AI demand flowing into its contracted backlog and, per multiple reports, is locking in one of the largest multi… Source

Oracle: Keep The Position As AI Pushes Forward (NYSE:ORCL)

This article was written by Follow I believe in an integrated approach to understand business. In this way, I foster a unique blend of experience in the CFO and Investment pathways. As such my goal is to perform consistent analysis that reflects an inside view of firm mechanics and the value perspective for investors. My career trajectory includes: • more than 10 years of experience in the CFO level in several countries driving cash flow and m…