Analyst Explains What Really ‘Scares’ Her About Oracle (ORCL) – ‘Ellison Island’ of $10 Billion OpenAI Revenue
We recently published 10 AI Analyst Calls You Should Pay Attention To. Oracle Corporation (NYSE:ORCL) is one of the stocks analysts were recently talking about. Sarah Kunst, Managing Director at Cleo Capital, said in a recent program on CNBC that the market is getting overexcited about Oracle Corp (NYSE:ORCL) $10 billion revenue forecast from OpenAI. The analyst believes this figure does not represent realized revenue, and she sees no “clear path” for OpenAI to even “afford” this spending. “The problem i ...