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Macquarie Technology
Inner Circle
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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