
Analysts at Evercore ISI highlighted names like Microsoft (NASDAQ: MSFT) and Salesforce (NYSE: CRM) as most resilient in the face of potential spending slowdowns, listing Oracle (NYSE: ORCL) among those most exposed.
[content-module:CompanyOverview|NYSE:ORCL]However, the company’s rapidly changing business model and position in AI make it more resilient than first glance will suggest.