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