Group 1 - Baird initiated coverage on Oracle Corporation (NYSE: ORCL) with an Outperform rating and a price target of $365.00, leading to a more than 2% increase in shares intra-day on Thursday [1] - Oracle is positioned at the forefront of a significant technological shift in computing history, specifically in artificial intelligence, supported by its unique ecosystem of infrastructure, databases, networking, and enterprise applications [2] - The integrated technology stack of Oracle creates a "virtuous cycle" across its cloud and AI operations, allowing the company to capitalize on the growing demand for scalable computing power [3] Group 2 - Oracle is scheduled to host its Financial Analyst Meeting alongside Oracle AI World next week, where executives are expected to discuss strategy and growth opportunities related to AI infrastructure [3]