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Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights Analysts expect Oracle’s strong cloud computing and large AI contracts to drive significant revenue and EPS acceleration, making it one of the strongest in the tech sector. BNP Paribas expects increased capital spending, possibly up to $100B for campus and Nvidia GPU investments, to enable faster development and AI infrastructure expansion. Analysts are seeking clarity on the conversion rate of Oracle’s $500B+ in remaining performance obligations, as strong backlog conversion is viewed as a critical factor