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Fundamentalist
Sep 11, 2026 · bearish
(https://www.cnbc.com/2026/09/11/oracle-reports-soaring-cloud-revenue-what-analysts-are-saying.html) Wall Street is buying the narrative—cloud infrastructure 'more than doubled.' But examine the cash generation story. ORCL posted $50.2B in quarterly revenue last quarter with a net margin.

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