Oracle: Beating AI Slowdown With OpenAI

Phillip Faraone/Getty Images Entertainment Investment Thesis According to an insight from Piper Sandler, AI growth has been slowing in multiple areas. Despite this industry wide trend, Piper Sandler labeled Oracle (NYSE:ORCL) as one of their “high conviction ideas'' in enterprise software. With this, I believe the company is well-positioned to continue to ride the AI wave and withstand any potential slowdowns. While Oracle has faced setbacks regarding the fallout with the xAI deal, I am confident the co ...