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 Oracle Corporation (NYSE: ORCL) is poised to unveil its fiscal third-quarter financial results after markets close on Monday, with investors keenly watching for signs that the tech giant can solidify its position as an emerging leader in artificial intelligence amid surging demand for cloud computing services and AI products. While Oracle has long been a powerhouse in database software, it is now vying to demonstrate its AI capabilities, which can translate into solid revenue growth as businesses across sectors ramp up investments into advanced technologies like machine learning and natural language processing.
 Analysts Expect Strong Showing from Oracle in Fiscal Q3Analysts have high expectations for Oracle’s quarterly performance, forecasting earnings of $1.38 per share, up sharply from $1.22 per share in the same period a year earlier. According to consensus estimates, revenue for the fiscal third quarter is projected to reach $13.31 billion. The biggest growth driver is expected to be the company’s cloud services and license support segments, with combined sales anticipated to jump 11.4% to $9.94 billion as businesses shift to cloud-based software and services.Overall, Wall Street is modeling a 13% increase in Oracle’s adjusted earnings per share compared to last year and a 7% rise in total revenue to $13.28 billion. The robust projections underscore optimism that Oracle’s investments in emerging technologies like artificial intelligence and cloud infrastructure will continue paying dividends, helping the tech stalwart capitalize on rising corporate demand for cutting-edge data analytics, automation, and other advanced capabilities.
 Oracle’s Second-Quarter Results Were MixedOracle’s second-quarter results were mixed, as the company surpassed earnings expectations but fell short on revenue. Adjusted earnings per share came in at $1.34, narrowly beating analysts’ estimates by a penny, while total revenue for the quarter reached $12.94 billion, $110 million above projections. Oracle’s shares managed to eke out a 2% gain to close at $114.54 the day before the earnings release, reflecting cautious optimism among investors.Despite the revenue miss, Oracle’s cloud business showed some bright spots, with total cloud revenue hitting $4.8 billion for the quarter. The standout performer was the company’s cloud infrastructure segment, which saw revenue surge 52% year-over-year. However, this marked a notable slowdown from the blistering growth rates seen in previous quarters, with the November period’s 52% increase coming on the heels of a 66% jump in the August quarter and a 76% surge in the May quarter. The deceleration, now evident for two consecutive quarters, suggests Oracle may face intensifying competition in the crowded cloud computing market.
 Highlights to Look For in Oracle’s Q3 EarningsOracle’s Cloud Infrastructure (OCI) business is poised to be a focal point for analysts and investors as it reports its third-quarter results. As the primary platform hosting Oracle’s generative AI offerings, OCI’s growth trajectory will serve as a key barometer for the tech giant’s long-term prospects and its ability to carve out a leadership position in the hotly contested AI and cloud markets. Strong performance in this segment could ease concerns about Oracle’s capacity to keep pace with rivals like Amazon Web Services and Microsoft Azure.Another critical metric under scrutiny will be Oracle’s capital expenditures (CapEx), which provide a window into the company’s willingness to invest heavily in scaling its cloud and AI businesses. A robust increase in CapEx would send a bullish signal to the market, suggesting Oracle is doubling down on these growth areas and positioning itself for a more prominent role in the future of enterprise technology. Moreover, Oracle’s strategic partnerships with industry powerhouses like Microsoft and Nvidia, forged to bolster its AI capabilities, underscore its ambitious, competitive strategy as it navigates the rapidly evolving AI landscape. These alliances could prove pivotal in helping Oracle differentiate its offerings and gain market share in the face of formidable competition.More By This Author:Coinbase Rallies As Bitcoin Hits ATH, Nvidia Tumbles After LawsuitThree Stocks With The Potential For A Short Squeeze In March Why Ether (ETH) Is Likely To Hit A New All-Time High In March Following BTC