The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...
Oracle plans to raise $45–$50 billion in 2026 to expand Oracle Cloud Infrastructure and meet growing customer demand.
We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...
Oracle climbed 9% and Microsoft gained 3%. Nvidia and Meta each added more than 2%. Alphabet inched higher. Amazon shares ...
Gil Luria, D.A. Davidson, joins 'The Exchange' to discuss the firm's upgrade of Oracle, Microsoft's positioning in the AI ...
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