By Joshua Enomoto
Publication Date: 2025-11-26 01:02:00
Given the severity of Oracle (ORCL) Due to the recent implosion, it was inevitable that several analysts and fund managers would weigh in on ORCL stock. The argument is essentially that the selloff has gone too far and too fast. Therefore, it is an opportunity for contrarian thinkers to benefit from the impending return to the middle. Nevertheless, a certain empirical precision is required here.
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To be clear, I don’t agree with the general comeback sentiment. As many others have pointed out, Oracle missed earnings expectations for its fiscal first quarter. However, ORCL stock soared, largely due to this The remaining performance obligations (RPOs) are $455 billion. This figure represents a 359% increase year-over-year and a $317 billion increase over the fourth quarter, driven by demand for Oracle Cloud infrastructure.
The disclosure basically confirmed this artificial intelligence The leading technology companies still had a long way to go…
