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As the week progresses, attention will turn to other major tech players like Adobe and Broadcom and their respective earnings reports. Lura remains cautious yet optimistic concerning Adobe's prospects, insisting that moderate growth and margin expansion should quell fears. In contrast, the outlook for Broadcom appears closely aligned with enhancing data center infrastructure, as companies work to address NVIDIA chip supply issues by developing their custom chips.
In conclusion, as Oracle navigates this multifaceted landscape of growth challenges, investor sentiment appears increasingly cautious, particularly in light of fluctuating revenue sources, significant capital expenditures, and evolving market dynamics.