$Oracle(ORCL)$  Similar to the wave of major layoffs across the tech sector since 2023, driven by companies integrating AI into their own operations, large institutions outside Silicon Valley now have a strong incentive to automate and streamline their own corporate bloat.

Oracle is already deeply embedded in this landscape through its database infrastructure and systems of record. There's a long and increasingly profitable runway ahead for integrating AI with all of that.

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