Mizuho notes that Oracle (ORCL) shares are trading down about 6% following an article from The Information calling out weakness in AI margins, but sees “minimal incremental information in the article” beyond surfacing key debates that the firm has already addressed. The firm, which highlights quotes from the story that it sees as supportive of improving gross margins with scale, views today’s weakness as a buying opportunity and maintains an Outperform rating and $350 price target on Oracle shares.
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