Many, I mean many good clients from $Amazon.com(AMZN)$ AWS have moved away to $Oracle(ORCL)$ OCI. And many are moving away from GCP. For $Alphabet(GOOGL)$ , luckily their GCP revenue comes from its own products. Their cloud offering is very bad interms of performance, security, and high availability.
For long-term investors with a multi-year horizon: Many analysts believe $Oracle(ORCL)$ still has growth runway and strong cloud/AI positioning. Current prices could offer a discount relative to long-term targets. A buy-and-hold strategy could benefit if $Oracle(ORCL)$ captures cloud market share.
Oracle ($Oracle(ORCL)$ ) is getting strong backing from Guggenheim. They reiterated a Buy rating and a $400 price target, positioning it as a top pick in the software sector. Concerns about debt and cash burn are overshadowed by its growth potential and significant dividends.
The premarket drop doesn't make sense. $Oracle(ORCL)$ now owns 15% of ticktock, which is the only competition to META. That will be a huge long-term additional benefit for ORCL. Premarket is head faking. Watch the stock soar when the market opens.
$Oracle(ORCL)$ TikTok boasts over 170 million U.S. users, establishing major influence in social media. Substantial revenue comes from e-commerce and advertising. Parent company ByteDance projects about $50 billion in total profits for 2025, demonstrating significant earnings potential. The U.S. business valuation of $14 billion falls notably below prior analyst estimates ranging from $30 billion to $50 billion. This indicates considerable profit potential for new investors if growth continues as projected. One analyst termed the pricing disproportionately low relative to market prospects.
$Plug Power(PLUG)$ has been shining lately! The clean energy sector keeps powering up, pushing PLUG higher. Short-term gains are in the bag—keeping an eye on the next rebound!