ORCL has a huge AI buildout order backlog and is financially stronger than CoreWeave; the stock trades just above its low rather than at it after a sell-off.
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Oracle and Coreweave is what's Hey, Eric. So, Oracle, let's take a look at Oracle. Trading down a little bit. What's it say about or Oracle's latest headlines center on a non-binding AI healthcare agreement with Astroenica and continued scrutiny of its heavy AI infrastructure spending.
The stock also remains in focus after recent sell-off while investors watch whether Oracle can convert its $664 billion backlog into revenue without pressuring cash flow.
Oracle 52-E range is 114 to 287 currently trading 128. Is that right?
Oracle's huge backlog of orders for AI build out. I think stronger than Corewave financially. And Oracle also isn't sitting on that 52-W week low. It's trading a little bit above it.
Owl Rock up.
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