Oracle Revenue Beats Estimates on AI-Frenzy

The transcript discusses Oracle's recent fiscal fourth-quarter results, highlighting their AI ambitions and partnership with Cohair. Oracle's cloud infrastructure has shown significant growth, although they are not leading in AI. The company is seen as a value investment with stable growth, despite being late to the cloud market. Oracle's financial outlook includes a forecast to become a $65 billion company with a 45% margin, positioning it as a value story rather than a growth leader.

In what way has Oracle's application portfolio positioned itself in the market?

What are the expectations regarding Oracle's growth and valuation compared to other tech companies?