Core Insights - The AI market is rapidly growing, and its potential is not yet fully reflected in stock prices, indicating a long-term investment opportunity in AI and cloud technologies [2]. Group 1: Cross-Cloud Operators - Many organizations utilize multiple cloud platforms, leading to complexity; cross-cloud operators facilitate a unified system for data, applications, and workflows, making them attractive long-term investments as multi-cloud adoption increases [3]. - Oracle is highlighted as the leading cross-cloud provider due to its extensive coverage and integration within hyperscale environments, including private clouds [4]. - The recent results for Oracle show significant growth in hyperscaler-driven business, with expectations of high-teens revenue growth this year and acceleration in the following years [5]. Group 2: Stock Performance and Projections - Oracle's stock is projected to have a robust 55% upside by 2026, with potential gains reaching approximately 100% relative to critical support targets [8]. - Analyst sentiment for Oracle has improved, with price target revisions indicating a strong bullish outlook [6]. - Other cross-cloud operators like Salesforce and Snowflake leverage their platform and data-layer strengths, while SentinelOne and UiPath focus on security and automation, with varying upside projections into 2026 [7][9].