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Microsoft (MSFT) and Oracle (ORCL) have both emerged as major players, but in very different ways.
Oracle's Remaining Performance Obligation backlog has reached approximately $553 billion, ensuring future revenue visibility.
KEY POINTS
- Oracle's cloud infrastructure business is growing at over 60%, fueled by contracts with OpenAI and xAI.
- Oracle is investing nearly $50 billion in data centers, significantly increasing its debt and cash flow pressure.
- Analysts project Oracle stock could rise over 68% by 2026, outpacing Microsoft's projected 56% upside.
COMPANIES
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