Oracle: AI Bingo Nearly Complete Thanks To OCI

SolStock/E+ via Getty Images Investment Thesis In my last article on Oracle Corp (NYSE:ORCL), published in March 2024, I talked about the company’s third-quarter earnings and analyzed the company’s plans to capitalize on the AI boom. I had a HOLD rating on the stock. Since my article was published, the stock has gained 8.7%, handily outperforming the S&P 500, which gained 5.1% during the same period.  In this article, I dissect the company’s fourth-quarter earnings report and analyze the implications of ...