Oracle (NYSE: ORCL) just delivered one of the most eye-catching updates in large-cap tech. Shares ripped higher on Wednesday after the database pioneer and cloud infrastructure provider revealed a bookings spike that reframes the growth outlook. The headline wasn’t a modest guidance tweak or a one-off. It was a flood of contracted demand arriving all at once.
The question for investors is simple: After a move like this, is it too late to buy into this compelling growth story? The short answer is no. The stock is more expensive, but the scale and visibility of future revenue suggest Oracle can grow into today’s valuation as new capacity comes online and customers start consuming what they’ve already signed up for.
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