We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. Oracle Corp (NYSE:ORCL) is one of the stocks analysts were recently talking about. Brent Thill from Jefferies recently said in a CNBC program that the timing of Oracle Corp (NYSE:ORCL) appointment of co-CEOs is right and the company is at the beginning of the AI wave. However, the analyst said having two CEOs usually doesn’t “work.” “I think the real question becomes co-CEO roles don’t really work. Look at Salesforce, di ...

Core Viewpoint - Columbia Threadneedle Investments reported strong performance in its "Global Technology Growth Strategy" for Q2 2025, with a composite return of 25.11% gross of fees, outperforming the S&P Global 1200 Information Technology Index's return of 23.66% [1] Company Performance - Oracle Corporation (NYSE:ORCL) demonstrated significant growth, with a one-month return of 33.35% and a 52-week gain of 88.37%, closing at $328.15 per share on September 22, 2025, with a market capitalization of $890.984 billion [2] - Oracle's quarterly results exceeded expectations, and the company announced a substantial cloud deal that could generate up to $30 billion in annual revenue in the coming years, leading to a share price increase of over 50% during the quarter [3] Hedge Fund Interest - Oracle Corporation was held by 124 hedge fund portfolios at the end of Q2 2025, an increase from 97 in the previous quarter, indicating growing interest among institutional investors [4]