Stock Analysis

Oracle’s stock fell 7% Friday after unveiling ambitious long-term, AI-driven financial projections at its AI World conference. While initial reactions were positive, analysts are scrutinizing the plausibility of Oracle’s forecast of $166B in cloud infrastructure revenue by fiscal year 2030. Despite securing significant AI chip deals, including with OpenAI, and reporting strong RPO growth, concerns remain about concentrating business and scaling infrastructure. Analysts are weighing the potential reward against risks, with some suggesting a “wait-and-see” approach.

BetterInvesting Magazine will feature Vertiv Holdings Co. as its “Stock to Study” in December 2025, providing investors with an in-depth analysis of the company’s fundamentals, including sales trends, earnings, profit margins, and ROE. The report aims to offer a comprehensive understanding of Vertiv’s financial health and market position within the growing digital infrastructure sector. The same issue will also include a fundamental review of CVS Health Corp. BetterInvesting is a non-profit dedicated to investment education.