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Oracle's Co-CEOs Deliver Explosive Growth, but Stock Plunges 50% in Their First Year

Source: 247wallst.com

Artificial IntelligenceTechnology & InnovationCompany FundamentalsInvestor Sentiment & Positioning

Oracle's co-CEOs oversaw an exceptionally rapid enterprise-software contract buildout tied to the AI infrastructure cycle, but the stock nonetheless sold off sharply. Investors are questioning whether the pace and economics of AI-related capacity expansion can justify the company’s valuation and execution risks.

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