Breaking Down Oracle, the AI Trade, and the Outlook for Tech Earnings
甲骨文甲骨文(US:ORCL) ZACKS·2025-12-19 23:41

Key Takeaways Oracle's recent earnings release came under heavy scrutiny.Mag 7 members are expected to see 16.9% earnings growth on 16.4% higher sales in Q4. Tech will continue being the primary earnings growth driver in coming periods.Oracle’s (ORCL) relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s OpenAI exposure are questions about the company’s financial health and its ab ...