Morgan Stanley finds Oracle's AI infrastructure buildout creates risk for EPS targets

Morgan Stanley analysts surmise that Oracle's (ORCL) rapid buildout of artificial intelligence infrastructure will likely ...
The Motley Fool

30 Billion Reasons to Buy Oracle Stock Like There's No Tomorrow

Oracle differentiates from its competition by offering customers a unique and flexible cloud infrastructure service. Per recent filings, the company just signed a new cloud deal for $30 billion in ...
Forbes

Oracle Cloud Infrastructure And AWS Form Strategic Partnership

Oracle and AWS are teaming up to provide better access to Oracle's databases and other products for AWS's enterprise customers. Oracle and AWS have entered into a strategic relationship, announced ...
SDxCentral

Oracle Partner Tessell Introduces New DBaaS Product for Oracle Cloud Infrastructure

With Tessell, you can experience up to 10x more performance compared to other public cloud PaaS offerings on Oracle at a fractional cost. Join us for our session on Differentiated Data Management on ...
Forbes

OCI–xAI Partnership Signals A Different Cloud Approach To AI

Oracle Cloud Infrastructure's new partnership with xAI fits its unique, enterprise data-oriented approach as a cloud service provider. Oracle Cloud Infrastructure and xAI recently entered into a ...
Network World

Oracle inks $30 billion cloud deal, continuing its strong push into AI infrastructure

The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...
Seeking Alpha

Oracle: Providing The Leading Cloud Infrastructure For The Generative AI Era

Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...
Morningstar

Oracle: Cloud Infrastructure Margin Should Improve as Scale Expands

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...
Benzinga.com

Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom

As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend. Oracle (NYSE:ORCL) emerges as a significant ...
Business Insider

Oracle's stock skyrocketed. Jefferies analysts say there could be even more room to run.

Oracle's stock surged 36% after reporting record future revenue obligations. Jefferies sees more upside, lifting its stock price target to $360 on cloud and AI growth. Analysts point to Oracle's ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...
The Motley Fool

40 Billion Reasons to Buy Oracle and Nvidia Stock Like There's No Tomorrow

Oracle has built a lucrative cloud infrastructure services business through which it leases Nvidia GPUs to its customers. Oracle is reportedly planning a $40 billion purchase of 400,000 GB200 GPUs, ...