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Oracle stock up on $7B Pentagon deal

in5points
  1. Oracle's stock rose after-hours due to a Pentagon deal worth up to $7 billion.

  2. Retail traders on Stocktwits see the contract as potentially the first of many government AI wins.

  3. Traders are also turning bullish on Palantir (PLTR), Microsoft (MSFT), and other enterprise software peers.

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Rajeev Chandrasekhar

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