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Oracle investor scrutiny growing, says RBC Capital

RBC Capital analyst Rishi Jaluria keeps a Sector Perform rating and $310 price target on Oracle (ORCL) ahead of its Q2 results next week. Investor scrutiny is growing, and the firm will be looking for commentary around potential financing alternatives as fixed income and derivative markets show signs of skepticism, RPO trends going forward, timeline updates for ramped capacity, and AI potentially helping to accelerate cloud migrations, the analyst tells investors in a research note.

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