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Oracle’s AI Explosion: The 2026 Price Forecast
Jan 9, 2026
The creator discusses Oracle's recent earnings, highlighting a decline in its legacy business but significant growth in its cloud infrastructure (OCI) driven by a massive new contract with OpenAI. Despite skepticism about the deal's financing and Oracle's cloud competitiveness, the creator sees the OpenAI partnership and Oracle's priority access to Nvidia chips as key catalysts for future revenue.
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