Oracle kicked off Oracle AI World by introducing 25 AI agentic applications powered by Fusion Claw across ERP, HCM, Supply Chain, and Customer Experience to automate end-to-end enterprise workflows. Barclays reaffirmed an Overweight rating ($252 price target), pointing to accelerating cloud infrastructure expansion and a $664B backlog. All eyes turn to Oracle’s Investor Day Meeting tomorrow, Wednesday 28 October, where leadership will address data center financing, capital expenditures, and free cash flow targets.
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