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Prediction: These 2 AI Stocks Will Be the Biggest Winners From Oracle's Huge Cloud Computing Push. (Hint: Oracle's Not One)
The Motley Foolยท 2025-09-18 07:35
These stocks are set to be huge beneficiaries from Oracle's data center spending spree.Oracle (ORCL -1.66%) shocked investors recently when the company projected that its cloud infrastructure revenue would skyrocket to $144 billion in the next five years. On top of that, this revenue growth was basically locked in through non-cancellable contracts. While Oracle's stock skyrocketed on the news, I don't think it's going to be the biggest winner of its cloud computing push. The company already carries a heavy ...