Oracle: Strong EPS Growth Expected In 2025 And 2026, Watching Q4 Margins

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Oracle corporation sign

Marlon Trottmann

We are finally beginning to see some bifurcation in the AI arms race. While capex and corporate investment into the emerging technology remains robust, the “buy everything” zeitgeist has broken down in recent months. The winners are, of course, semiconductor stocks while the apparent losers, for



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