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Oracle’s AI and Cloud Surge Sparks Market Optimism Amid Caution
Oracle’s AI and Cloud Surge Sparks Market Optimism Amid Caution
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BTCCSquare news:
Oracle (ORCL) stunned markets with a 40% single-day surge following its Q1 2026 earnings, fueled by a 90% growth spike and a landmark NATO cloud contract. The tech giant's AI backlog quadrupled year-over-year, positioning it alongside hyperscalers like Microsoft and Amazon.
Analysts warn against unchecked exuberance despite the bullish momentum. 'Not all AI bets can win,' cautions one observer, noting Oracle's ambitious four-year guidance may have inflated expectations. The NATO Communications deal cements Oracle's role in mission-critical defense infrastructure.
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