Why Oracle could be a safe non-chip AI play

Shares of Oracle are moving higher pre-market after the company beat expectations on the top and bottom lines as it makes a play for the cloud computing market. You could argue they've been making that play. The company brought in 15.9% billion in revenue for its fiscal fourth quarter with $6.7% billion of that coming from cloud services here.Cloud sales rose 27% year-over-year in the quarter and Oracle expects that number to grow 70% in fiscal year 2026. I want to bring in Dan Morgan who is the Senovius VP ...