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Either way, the AI race is about to get more intense, and while Gemini may be pulling ahead in the model race, it’s a mistake to count out OpenAI and ChatGPT, especially since it’s hard to tell how the firm will respond. Leap-frogging in the AI race is quite common, and until OpenAI falls flat, I’m more inclined to think that more exposure to OpenAI might be a good thing, considering all the growth. Who knows? Perhaps Gemini and ChatGPT could both be winners when all is said and done, and the two AI innovators look to stay well ahead of their Chinese rivals.

With a colossal cloud contract with OpenAI, Oracle stands to benefit as Altman’s firm does. Of course, like Oracle, OpenAI has a significant amount of debt. And while all this debt can scare investors away from AI heavy hitters, I do think that the believers in the AI revolution might wish to spread their bets more broadly.

Even if you think Google and Gemini won’t give up their lead again, I think it’s also prudent to place bets on the firms tied to OpenAI’s fate as well, just in case the two AI leaders look to take different pathways. Either way, betting on the entire AI stack might be a good move, from the infrastructure layer (think Oracle) to model building, all the way up to the application layer.

With Deutsche Bank’s Brad Zelnick shining a light on the “very real opportunity” while also acknowledging “financial and operational risks” involved with the name, I’m inclined to view Oracle as a potentially big winner that investors might be severely discounting. The stakes may be high, but Oracle plays its cards right (and I think it has), the rewards might have the potential to be outsized.

In short, if there’s no AI bubble and OpenAI isn’t ready to wave the white flag after the Gemini 3.0 release (it most definitely won’t), Oracle may very well be on sale right now.

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Overall, while the analyst community recognizes Ford Motor’s solid execution and strategic positioning, especially among its full-size vehicle lineup and through select partnerships, valuation concerns and persistent challenges in the electric vehicle business continue to temper broader bullish enthusiasm.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• The Senate Committee will question Detroit automakers, including Ford, at a January hearing focused on the rising cost of vehicles and the effectiveness of auto-safety mandates.

• Novelis, Ford’s primary aluminum supplier, has experienced a third major fire in two months. This has led to potential earnings losses for Ford and production cuts in several popular models.

• Executives at Ford are weighing whether to discontinue the electric F-150 Lightning due to weaker-than-expected sales. This could make it the first significant electric vehicle model to be shuttered by a major U.S. automaker.

• Ford has announced a $370 million investment to restart a manufacturing facility in India, focusing on new engine production for export markets outside the United States.

• The Fair Value Estimate has increased slightly from $12.27 to $12.52 per share.

• The Discount Rate remains unchanged at 12.5%.

• The Revenue Growth projection has improved modestly, moving from -1.21% to -1.15% year-over-year.

• The Net Profit Margin forecast is up marginally, from 3.52% to 3.53%.

• The Future P/E Ratio has increased moderately, rising from 10.90x to 11.16x.

A Narrative is your story behind the numbers. It connects your perspective on a company’s future (like Ford’s fair value, revenue, earnings, and margins) to real financial forecasts. Narratives link these forecasts to a fair value, making them a simple, accessible tool on Simply Wall St’s Community page. Millions of investors use Narratives to compare fair value to price, helping them decide when to buy or sell. Best of all, Narratives are always kept current as news and results come in.

Interested in what’s next for Ford? Read the full original Narrative for in-depth insights and dynamic updates, and stay ahead as Ford’s story evolves.

• Track the impact of Ford’s shift toward digital services, cost savings, and realigned EV strategy on long-term profitability.

• Follow ongoing risks, including tariff headwinds and challenges from Ford’s heavy reliance on legacy vehicles and ICE models.

• See how changes in regulations, market trends, and new manufacturing initiatives shape the fair value and future outlook for Ford Motor.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include F.

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