ORCL - Adobe Oracle Named Top Tech Picks For July: Why This Investor Expects The AI Momentum To Continue | Benzinga
Adobe Inc (NASDAQ:ADBE) and Oracle Corp (NYSE:ORCL) were named top technology picks for July by Mizuho on Wednesday. Cerity Partners’ Jim Lebenthal maintains positions in both stocks as he believes both will continue to benefit from the AI boom.
What To Know: Wednesday on CNBC’s “Fast Money Halftime Report,” Lebenthal made the case for buying shares of Adobe and Oracle at current levels.
“I like both of them. I find them reasonably attractive names that are good ways to play the AI space. Adobe has figured out a way to actually monetize AI, and I think it was held down for too long and is now marching higher as it ...