Oracle is Not in a Bubble, say Jefferies Analyst

Group 1 - Oracle is part of a consortium that aims to keep TikTok operational in the US [1] - Oracle's stock has been increasing significantly due to strong earnings and AI-related deals [1] - Some analysts are expressing concerns about a potential bubble in Oracle's stock price [1] Group 2 - Jefferies' analyst Brent Thill maintains a buy rating on Oracle with a price target of $360 [1]