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Mizuho analyst Siti Panigrahi reaffirms Outperform rating on Oracle (ORCL) with a $400 price target, despite CoreWeave's disappointing Q3 earnings report. He believes CoreWeave's challenges were company-specific and unrelated to Oracle's business performance. Oracle's data center expansion in Abilene, Texas remains on schedule, and the company is well-positioned to exceed expectations.

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