Oracle: Likely To Continue To Deliver

  • Oracle's growth trajectory remains strong, with a projected 15-20% upside, despite emerging risks around Project Stargate and Agentic AI. Potential disruption from Musk-Trump fallout may slow Project Stargate, but Oracle's core business and RPO growth should remain resilient. Agentic AI adoption is a long-term opportunity; Oracle's ongoing cloud migration and leadership in AI infrastructure support continued revenue growth.