Cantor Fitzgerald sees MongoDB (NASDAQ:MDB), Oracle (NYSE:ORCL), and monday.com (NASDAQ:MNDY) as top plays in AI software and infrastructure, giving all three an Overweight rating. MongoDB, with a $344 price target, leads in NoSQL databases, thanks to its fast-growing cloud service, MongoDB Atlas, now making up 71% of revenue.
Cantor believes AI-driven demand could push growth into the mid-20% range for FY25, beating Wall Street’s 17% estimate. Oracle, set at $214, brings AI-powered…
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