Oracle(US:ORCL) Youtubeยท2025-09-12 17:36Core Viewpoint - Oracle has experienced a significant rally in its stock price, reaching a peak of 350 this week, which has prompted some investors to trim their positions due to concerns about valuation and profitability of new contracts [1][2][3]. Company Insights - Oracle has transitioned from being out of favor to highly favored among investors, indicating a strong market sentiment shift [2]. - The company is expected to generate massive revenue from new data center contracts, but the actual profitability from these contracts remains unclear [3][4]. - There are concerns regarding the quality of revenue and profit margins, particularly related to binding contracts with AI and Microsoft [6][7]. Market Position - Oracle is now recognized as a major player in the web services space, alongside Amazon, Microsoft, and Google, particularly in the context of AI [7]. - The company's advantage lies in its ability to analyze corporate data, which is crucial for AI applications, positioning it favorably in the evolving tech landscape [8].