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Jefferies Reaffirms Buy on Oracle (ORCL) Amid Defense AI Partnership

Oracle Corp (NYSE:ORCL) is one of the top stocks offering high upside potential in data centers and AI. On November 16, Jefferies analyst Brent Thill reaffirmed his Buy rating on Oracle Corp (NYSE:ORCL) and assigned a $400 price target.

Earlier on November 6, Oracle Corporation signed a strategic partnership with Defense Technologies to deliver artificial intelligence innovations for global defense and national security customers.

The two companies are joining forces to provide access to sovereign cloud and AI solutions across Oracle Cloud Infrastructure. The ultimate goal is to enable clients to stay ahead of adversaries, benefit from the latest AI innovations, and reduce costs.

Likewise, defense customers will be able to deploy sovereign AI-enabled software products at scale using Oracle’s distributed cloud services,

“Oracle is committed to ensuring its cloud can support the most demanding missions in defence and national security,” said Jason Rees, Senior Vice President, Technology Engineering, and Oracle EMEA. “Through our newly launched Defense Ecosystem, we are creating an environment where sovereign innovation can scale. This collaboration with Defence Technologies provides an immediate proof point, showing how founding members, like Whitespace, are already leveraging the program to deliver sovereign AI capabilities across allied nations.”

Oracle Corp (NYSE:ORCL) is a software application company that integrates Artificial Intelligence (AI) and Machine Learning (ML) across its entire technology stack—from high-performance cloud infrastructure to its enterprise software applications and database services—to provide built-in automation, enhanced analytics, and generative AI capabilities for businesses.

While we acknowledge the potential of Oracle Corp (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ORCL and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Best Breakout Stocks to Invest In and 11 Must-Buy Penny Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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