Discover why Oracle is a top buy, fueled by AI infrastructure growth and a $455B backlog. Click here to read my most recent ...
Together, they constitute a "full stack" approach to AI, with data centers on one end and domain-specific software on the ...
Tyler Radke, Citi’s co-head of U.S. software equity research, said in a recent program on CNBC that Oracle’s stock was not ...
2don MSN
Oracle’s Debt Sale Is Loved by Bond Markets. But One Analyst Says It’s Time to Sell the Stock.
Bond investors aren’t known for seeking out excitement. When it comes to the kind of metrics fixed income traders are looking ...
This news comes just a few weeks after Oracle allegedly inked a $300 billion compute deal with OpenAI that surprised the ...
Oracle's return to co-CEO setup with Magouyrk and Sicilia raises concerns for investors, but both have cloud experience. Execution will be key.
The two new CEOs, Clay Magouyrk and Mike Sicilia, bring decades of experience across AI, cloud infrastructure, ...
With Safra Catz staying involved at Oracle in the role of executive vice chair, investors can expect “a smooth transition” as ...
Oracle's recent surge is driven by its $300B AI infrastructure deal with OpenAI, but significant funding risks cloud future ...
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