Oracle’s (ORCL) recent pullback in shares “creates a more interesting entry point,” notes an Evercore ISI analyst. ORCL was upgraded to outperform at Evercore ISI. The analyst also highlights how ORCL’s apps and infrastructure cloud businesses are now big enough to drive total revenue growth in the high single digits. ZScaler (ZS) was also upgraded to overweight at Barclays. The analyst talked about how they like the growth opportunity in ZS’s secure access service. Kevin Green discusses this, along with multiple analysts initiating coverage on Arm Holdings (ARM), including Goldman Sachs and JPMorgan. Tune in to find out more about the stock market today.