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Oracle stake increases as investors add shares ahead of earnings

Oracle logoOracle
Sig1.35Sen-1.45Env0.00Soc0.00Gov-0.90

Oracle’s shareholder base shifted as multiple funds added shares during the quarter, increasing their positions and valuations. Sentiment on the stock is mixed, with commentary calling Oracle inexpensive but suggesting AI execution may take longer. Billionaire Steve Cohen favored Broadcom over Oracle, and vice chairman Jeffrey Henley sold 400,000 shares for about $63.7M.

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