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alia khan
#OracleAdobeToday Oracle and Adobe report today, and both need to answer a slightly uncomfortable question: how quickly can AI spending turn into actual cash flow? 👀
Oracle’s $638B in remaining performance obligations looks enormous, but backlog alone isn’t the same as recognized revenue. With OCI expansion requiring heavy data-center investment, I’m watching whether growth is arriving fast enough to absorb the capex. Scotiabank lowering its target while keeping an Outperform rating captures
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