On the surface, at least. Oracle wins big if OpenAI and the AI trade broadly maintain without major hiccups. Nothing here at all to derail that. Take a look at 4Q and forward guidance vs. Consensus:
Substack is the home for great culture
On the surface, at least. Oracle wins big if OpenAI and the AI trade broadly maintain without major hiccups. Nothing here at all to derail that. Take a look at 4Q and forward guidance vs. Consensus: