Jan. 10 at 4:56 PM
Deutsche Bank identified Amazon and Oracle as high-conviction picks for the first quarter of 2026 due to their roles in AI infrastructure.
Amazon’s shares gained 5% in 2025, trailing the S&P 500’s 16% increase, despite cloud growth and an OpenAI deal.
Oracle’s stock has lost over 40% since its September peak, with investor concerns over debt overshadowing its AI infrastructure role.
$ORCL $AMZN