AI training data centers

Search documents
Oracle is in the right place at the right time, says Bernstein's Mark Moerdler
Youtubeยท 2025-09-10 15:31
director Mark Mler. He has an outperform rating on the stock target 363. Mark, I mean, just if if if you haven't been following a 40% update for Oracle, they're getting massive AI deals and wins, who are where are they taking this business from.So, it's a combination uh of places. And by the way, thank you for having me on. Um, it's a combination of places where they're winning.uh the they announced that they had three big deals that uh that drove a lot of the growth that uh that they're talking about the t ...