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Oracle and AI Earnings Better Than Feared, RBC's Jaluria Says
Source: Bloomberg
Artificial IntelligenceCorporate EarningsAnalyst InsightsTechnology & InnovationInvestor Sentiment & Positioning
RBC Capital Markets software equity research managing director Rishi Jaluria discussed Oracle's first-quarter earnings and argued that the broader AI investment trade is more durable than markets currently recognize. The commentary is constructive for AI-linked software sentiment, though the article provides no specific Oracle earnings figures, guidance changes, or price reaction.
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