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Oracle and AI Earnings Better Than Feared, RBC's Jaluria Says

Bloomberg Technology Thursday 10 September 2026, 21:12 UTC 1 min read
Key Points

Rishi Jaluria, RBC Capital Markets software equity research managing director, reacts to Oracle’s first-quarter earnings. Speaking on "Bloomberg The Close," Jaluria also says the overall AI trade is more durable than the market is giving it credit for right now.

Rishi Jaluria, RBC Capital Markets software equity research managing director, reacts to Oracle’s first-quarter earnings. Speaking on "Bloomberg The Close," Jaluria also says the overall AI trade is more durable than the market is giving it credit for right now. (Source: Bloomberg)
Oracle (ORG) AI (ORG) RBC (ORG) Jaluria (PERSON) Rishi Jaluria (PERSON) RBC Capital Markets (ORG) Bloomberg (PERSON)
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