
So, you’re looking for the next big AI stock, eh? The one that’ll turn your spare change into a yacht? Listen, folks, I’ve seen enough bubbles in my time to know when one’s inflating. Today we’re peering at Oracle (ORCL 4.38%) and Workday (WDAY 8.73%). Analysts are chirping about 40% gains. Forty percent! It’s like promising you a free trip to the moon…with a layover in Newark.
But before you mortgage the house, let’s peek behind the curtain, shall we? Because, trust me, there’s always a curtain. And probably a slightly disgruntled stagehand.
Oracle: The Cloud and the Chaos
Right, Oracle. They’re saying a 72% upside. Seventy-two percent! That’s…ambitious. It’s like telling your mother-in-law she looks ten years younger. She’ll believe it for approximately three seconds. The share price has taken a tumble – nearly 50% from its peak. Apparently, their cozy relationship with OpenAI is…complicated. It’s like a romantic comedy where both leads are accountants. And deeply in debt.
They signed a $300 billion cloud deal with OpenAI. Three hundred billion! That’s enough money to build a solid gold replica of the Library of Alexandria. And then promptly misplace the blueprints. Currently, the stock trades at a P/E of 24. Not terrible, but their growth? A mere 14%. For an AI company, that’s…quaint. It’s like a robot butler who only knows how to dust porcelain dolls.
Look, Oracle might still have some juice, but I wouldn’t start counting your yacht money just yet. Temper those expectations, folks. This isn’t a rocket ship; it’s more of a slightly wobbly hot air balloon.
Workday: Automating Your Worries (and Your Portfolio?)
Now, Workday. A projected 45% upside. Slightly less enthusiastic, which, frankly, is refreshing. The stock has fallen too, but not as dramatically as Oracle’s – a 23% dip. That’s like falling off a moderately-sized pony. Still stings, but you’ll live.
Workday helps companies automate things. Efficiency, you see. It’s like a really diligent, slightly obsessive-compulsive office manager. They grew revenues 13% last quarter. Not bad, but let’s not confuse “not bad” with “guaranteed fortune.”
The stock trades at a P/E of 17, below the S&P 500 average of 22. That’s…reasonable. Almost suspiciously reasonable. It’s like finding a parking spot in Manhattan without getting a ticket. Cherish it, folks. Cherish it. Workday’s a solid platform, and a lighter valuation gives it some upside, but don’t go expecting miracles. It’s not going to solve all your problems, unless your problem is a lack of automated scheduling.
So, there you have it. Two AI stocks, a lot of hype, and a healthy dose of skepticism from yours truly. Remember, folks, the stock market is a fickle beast. It’ll promise you the moon, then leave you stranded in Newark. Invest wisely…and maybe pack a raincoat.
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2026-01-29 21:32