Oracle Review: Becoming The Foundation Of AI

Phillip Faraone Investment Thesis Oracle Corporation's (NYSE:ORCL) strong fiscal Q1 earnings performance this week shows the company is in an incredible position to ride the AI wave, as they are becoming core to the AI ecosystem (very much the vendor or record). In the traditional database market, they are already the vendor of record. Now this is the case in AI. As of the time of writing, Oracle stock is up roughly 11% following their strong performance​. I have been concerned with the momentum around AI, ...