Oracle is building a permanent position for the next phase of the AI ​​cycle: Wedbush

According to Wedbush, Oracle (ORCL) continues to build a durable position for the next phase of the AI ​​cycle, where infrastructure, performance and data access are critical, while investors are overly focused on the large, contract-backed capital expenditures. Wedbush reiterated its “Outperform” rating and increased its price target to $275 from $225 as the investment…