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Bernstein Research initiated coverage or updated its stance on Oracle Corporation with an 'Outperform' rating on November 6, 2026.
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Oracle has increased its full-year fiscal 2027 non-GAAP EPS guidance and reported securing over $30 billion in new AI cloud contracts.
Alphabet and Oracle are both investing heavily in AI cloud infrastructure, but Alphabet emerges as the safer long-term investment. Google Cloud's sales more than doubled in Q3 to $30.7 billion with a $561 billion backlog, while Oracle's $169 billion debt load and negative free cash flow of $23.7 billion in fiscal 2026 concern investors. Though Oracle projects $30 billion in free cash flow by fiscal 2029, Alphabet's growing cloud profitability and lower financial risk make it the better choice for the next five years.