The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Meta CTO reportedly predicted DeepSeek AI six months ago: "They've probably done a lot of distilling against existing models."
We were tracking DeepSeek when it launched like a month before it then became this major news item. I think it is both a big ...
Oracle's SWOT analysis: cloud growth and AI investments boost stock outlook
Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...
This AI stock might be worth more than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Yahoo Finance25d
Oracle’s (ORCL) Cloud Deals with Meta and Amazon: What Does This Mean for AI?
Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been ...
Meta’s $65 billion ‘AI answer’ to OpenAI, Oracle and other companies’ Stargate project
Meta Platforms will invest up to $65 billion in 2025 to expand its AI infrastructure, significantly increasing from its ...
Oracle: Traders Have Taken Profits - Stargate Rally Unlikely To Last
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
OpenAI visits Oregon while scouting data center sites
OpenAI is scouting Oregon and 15 other states as it prepares to build a network of huge data centers to power its artificial ...
Prediction: This Artificial Intelligence (AI) Stock Will Be Worth More Than Meta in 2025
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and ...
Yahoo Finance25d
Oracle’s (ORCL) Cloud Deals with Meta and Amazon: What Does This Mean for AI?
Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been consistently ...
Yahoo Finance10d
Oracle Corporation (ORCL) Feeling the Heat from The DeepSeek AI Effect
Big players like Meta and Microsoft are monitoring the development ... beating its benchmark by 150 percentage points (see more details here). Oracle Corporation (NYSE:ORCL) lost around $70 ...