Oracle Corporation’s share price was $301.41 on September 17th, with a trailing P/E of 69.77 and a forward P/E of 44.05. Qualys Inc.’s cybersecurity platform received FedRAMP High Authorization. Oracle’s earnings report showed Remaining Performance Obligations of $455 billion, up 359% year-over-year, highlighting the surge in AI inference demand. Investors are underestimating the significance of Oracle’s AI growth potential amidst macroeconomic shifts. Microsoft’s bullish thesis also aligns with Oracle’s growth trajectory, emphasizing the importance of AI infrastructure in driving stock value. Hedge funds are increasingly investing in Oracle, but greater upside potential may lie in other AI stocks.

Read more at Yahoo Finance: Oracle Corporation (ORCL): A Bull Case Theory