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Oracle’s stock is totally misunderstood and should be a ‘go-to’ AI play, says this analyst

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The Quick Take

A Bernstein analyst thinks two key investor concerns will soon subside.

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Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks further

The report comes days after Huang admitted to an affair with a woman who is believed by U.S. intelligence of being a Chinese spy.

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HeartFlow Q3 2026 Earnings Preview

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