FutureOfAI


  • Oracle Is the AI Infrastructure Trade Wall Street Keeps Ignoring

    Oracle Is the AI Infrastructure Trade Wall Street Keeps Ignoring

    Oracle still carries the stink of legacy enterprise software. That’s exactly why the market keeps missing what’s happening right under its nose. Strip away the database jokes and ORCL starts to look like one of the purest AI infrastructure trades in big tech — and one Wall Street hasn’t fully priced in yet. Start with…