Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Cheniere Energy Partners LP (CQH), Cheniere Energy Partners (CQP), and Cheniere Energy (LNG) initiated with Overweight at JPMorgan by analyst Jeremy Tonet, who said project catalysts "continuously de-risk the story" and the recent selloff provides a "compelling" entry point. 2. Splunk (SPLK) initiated at Outperform at Macquarie and BMO Capital. Macquarie analyst Sarah Hindlian believes concerns around the company's data-volume-based pricing are overblown, as checks suggest that Splunk's new lower-level entry pricing and cap on unlimited pricing are being well received by customers. BMO Capital analyst Keith Bachman said the company has "a lot of room for growth" with its total addressable market likely to grow 11% on average over the next few years. 3. Workday (WDAY) initiated with an Underperform at Macquarie, with analyst Sarah Hindlian saying the upcoming quarters will begin to show increasing challenges from improved competitor positioning and a more difficult FMS cloud sales. 5. Oracle (ORCL) initiated with an Outperform at Macquarie citing attractive defensive investment for value investors and sentiment that has become overly negative. 5. Delcath Systems (DCTH) initiated with a Buy at WallachBeth by analyst Bob Al, who said the company's Melphalan/HDS is a viable treatment for ocular melanoma. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

Oracle Corporation Japan "announced that it plans to invest more than $8B over the next 10 years to meet the growing demand for cloud computing and AI infrastructure in Japan. The investment will grow Oracle Cloud Infrastructure's footprint across Japan. In addition, to help customers and partners address the digital sovereignty requirements in Japan, Oracle will significantly expand its operations and support engineering teams with Japan-based personnel. Oracle plans to increase local customer support of its public cloud regions in Tokyo and Osaka and its local operations teams for Oracle Alloy and OCI Dedicated Region. This will enable governments and businesses across Japan to continue to move their mission-critical workloads to the Oracle Cloud and embrace sovereign AI solutions."