Oracle's Non-AI Business Still Looks Strong -- Market Talk

Dow Jones

02/09

0951 ET - While most Oracle investor attention focuses on its AI infrastructure plans, the company still has other strong revenue streams, says D.A. Davidson analyst Gil Luria. "We believe the market has overshot to the downside," Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. "We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away," Luria says. Additionally, the addition of TikTok USA provides upside as both a revenue windfall and by cementing a cloud infrastructure customer.(nicholas.miller@wsj.com)

(END) Dow Jones Newswires

February 09, 2026 09:51 ET (14:51 GMT)

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Davidson analyst Gil Luria. \"We believe the market has overshot to the downside,\" Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. \"We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away,\" Luria says. Additionally, the addition of TikTok USA provides upside as both a revenue windfall and by cementing a cloud infrastructure customer.(nicholas.miller@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 09:51 ET (14:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle's Non-AI Business Still Looks Strong -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle's Non-AI Business Still Looks Strong -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-09 22:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0951 ET - While most Oracle investor attention focuses on its AI infrastructure plans, the company still has other strong revenue streams, says D.A. Davidson analyst Gil Luria. \"We believe the market has overshot to the downside,\" Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. \"We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away,\" Luria says. 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Davidson analyst Gil Luria. \"We believe the market has overshot to the downside,\" Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. \"We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away,\" Luria says. 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Davidson analyst Gil Luria. \"We believe the market has overshot to the downside,\" Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. \"We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away,\" Luria says. Additionally, the addition of TikTok USA provides upside as both a revenue windfall and by cementing a cloud infrastructure customer.(nicholas.miller@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 09, 2026 09:51 ET (14:51 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}