Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...
Rajeev Rungta implemented Oracle Cloud Supply Chain for a Forbes 100 hitech leader, automating procurement and integrating ...
Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.
(Bloomberg) --Michael Burry, the famed investor who has drawn attention in recent months for criticism of the artificial intelligence boom, is betting against Oracle Corp. Burry owns put options on ...
It has been about a month since the last earnings report for Oracle (ORCL). Shares have lost about 4.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the ...
Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
In a recent podcast interview, Chanos argued that data center operators, specifically Oracle Corp. (NYSE: ORCL) and “neocloud” provider CoreWeave Inc. (NASDAQ: CRWV), are overstating their future ...
NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Oracle ORCL-1.94%decrease; red down pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Oracle ORCL-10.58%decrease; red down pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence ...
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