Oracle Corporation (NYSE:ORCL) is one of the Hot AI Stocks to Keep on Your Radar. On October 9, Baird initiated the stock as “Outperform,” stating that the company has “has positioned itself at the center of the most significant trend in the history of computing: AI.” “ “We are initiating coverage of Oracle with an Outperform rating and $365 price target.” Analyst Rob Oliver highlighted the company’s robust positioning as an artificial intelligence growth story. “We view ORCL as very well positioned to ...

核心观点 - 甲骨文公司因管理层变动、重申业绩指引、与Meta进行AI云计算合作谈判以及主导TikTok美国业务投资等多项积极进展，获得分析师维持“跑赢大盘”评级和342美元目标价 [1][2][4] - 公司股价年内涨幅达90%，显著超越同期罗素3000指数14%的涨幅 [3][4] 管理层变动 - 公司宣布多项管理层调整：Clay Magouyrk和Mike Sicilia被任命为联席首席执行官，Safra Catz转任董事会执行副主席 [4] 财务表现与指引 - 公司重申了在第一财季财报电话会议中提供的业绩指引 [2][4] - 公司股价年初至今上涨90%，表现远超大盘 [3][4] 战略合作与投资 - 据新闻报道，甲骨文正与Meta就一项多年期AI云计算协议进行谈判 [2][4] - 另有消息称，一个由甲骨文主导的新投资集团将持有TikTok美国业务约80%的股份（尚待最终批准） [2][4] 分析师评级 - Citizens JMP分析师Patrick Walravens维持对甲骨文公司的“跑赢大盘”评级，目标价为342美元 [1][4]