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 ...
OpenAI says data center in Texas to be 'flagship' in Stargate project
(Reuters) -ChatGPT maker OpenAI said on Thursday that Texas will be the "flagship" data center site in the Stargate project it is building with SoftBank (TYO: 9984 ). Around 16 states have indicated ...
OpenAI, SoftBank, Oracle venture Stargate eyes Texas for new data center locations - Bloomberg
Group Corp., and Oracle Corp (NYSE:ORCL). is nearing the final stages of selecting additional locations in Texas for data ...
OpenAI close to selecting additional data center sites in Texas: report
OpenAI said today it is close to identifying additional sites for its artificial intelligence data centers in the Lone Star State, according to a report by Bloomberg. The data centers are part of the ...
Oracle (ORCL) Launches AI-Powered Supply Chain Solutions to Streamline Operations
The pace of artificial intelligence development and deployment is “pretty terrifying”. That’s the sentiment echoed by Steven ...
The Globe and Mail4d
What's the Best Megacap AI Agent Stock to Buy Right Now? Here's What Wall Street Thinks.
The 36 analysts surveyed by LSEG in January who cover Oracle(NYSE: ORCL) were generally bullish ... unveiled new AI agent technology that rivals OpenAI's Operator AI agent. Speaking of OpenAI ...
Insider Monkey5d
10 AI Stocks on Wall Street’s Radar After DeepSeek Breakthrough
“However, with Oracle Corp (NYSE:ORCL) access to GPUs through its Nvidia ... and control computers, similar to OpenAI’s new Operator model. Alibaba Group Holding (NYSE:BABA) published ...
What's the Best Megacap AI Agent Stock to Buy Right Now? Here's What Wall Street Thinks.
The consensus sentiment was more bullish about Alibaba Group Holdings (NYSE: BABA). LSEG's average analyst price target was nearly 18% higher than the current share price of the Chinese technology ...
Business Insider6d
Trump Weekly: White House says Mexico, Canada tariffs set to start February 1
TIKTOK DEAL: President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal ... competing AI models from Meta (META) and OpenAI, while it was developed at a much lower ...
Yahoo Finance6d
Taiwan Semiconductor Manufacturing Company Limited (TSM)
Backed by OpenAI, Oracle (NYSE: ORCL), and Japan's Softbank, the consortium plans to spend $500 billion over the next four years building out data centers to help handle the growing AI workload.
Nasdaq4d
Guru Fundamental Report for ORCL
Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...
Nasdaq6d
Validea Detailed Fundamental Analysis - ORCL
Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...