Barclays Picks Top Infrastructure Software Stocks

Barclays' analysts rank Oracle, DigitalOcean, Salesforce, and Snowflake as top large‑cap infrastructure software stocks to benefit from AI.
Oracle leverages its OpenAI partnership and new NetSuite AI coding agents, receiving Wedbush Outperform rating in recent coverage.
DigitalOcean launched an AI‑Native Cloud platform, prompting Oppenheimer to raise its price target and Cantor Fitzgerald to reiterate an Overweight rating.
Salesforce expanded AI partnership with Google Cloud, earning Truist Securities' Buy rating; Snowflake faced lower UBS and Evercore ISI targets.