Stifel upgrades Oracle: Cap ex will convert to revenue in coming quarters

see it is outperforming every single one of them. So joining us now is the analyst behind that upgrade. Call Stifel Managing director Brad Reback.Brad, the shares as I talk about it right now, have hit a record high in trading today. Oracle has I want to call it a stealth behemoth, but people have paid attention. It's a mega-cap name that is hitting record highs outperforming mag seven.This is a call that maybe is a little late. So why do it now. And what do you see ahead for Oracle.>> Absolutely. No questi ...