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🔥 Oracle and Adobe report earnings this week — and the real story isn’t just AI. It’s how AI is actually being monetized.
Both companies are riding the AI wave, but they’re playing completely different games.
Oracle = leverage the future.
Adobe = monetize the present.
Oracle reports after Thursday’s close. Wall Street is looking for roughly 28.1% revenue growth and $1.74 EPS, but the number everyone will be watching is cloud infrastructure.
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