Oracle: Strong EPS Growth Expected In 2025 And 2026, Watching Q4 Margins (Rating Upgrade)

Marlon Trottmann We are finally beginning to see some bifurcation in the AI arms race. While capex and corporate investment into the emerging technology remains robust, the "buy everything" zeitgeist has broken down in recent months. The winners are, of course, semiconductor stocks while the apparent losers, for now, include many software companies. The iShares Expanded Tech-Software Sector ETF (IGV) is now negative on the year, sharply underperforming the VanEck Semiconductor ETF (SMH) as well as the Infor ...