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沙尼
沙尼
🔥 Oracle and Adobe report earnings this week — and the real story isn’t just AI. It’s how AI is actually being monetized. Both companies are riding the AI wave, but they’re playing completely different games. Oracle = leverage the future. Adobe = monetize the present. Oracle reports after Thursday’s close. Wall Street is looking for roughly 28.1% revenue growth and $1.74 EPS, but the number everyone will be watching is cloud infrastructure. #DailyOrbit

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