Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...
Oracle (ORCL) is back in the spotlight after its aggressive push into AI infrastructure, funded largely with new debt tied to ...
Jan 20 (Reuters) - OpenAI unveiled a Stargate Community plan on Tuesday, aimed at "paying its way on energy" and ensuring ...
Oracle has ridden the AI wave through aggressive data-center expansion and a backlog that reached $523 billion in FQ2. That ...
Oracle Corporation is rated a Buy after a 40% pullback, with the current valuation reflecting key risks. Learn more about ...
Oracle stock price continued its downtrend this year, moving to its lowest level since June last year. So, will the ORCL share ...
Why It Matters: If OpenAI is forced to clumsily shoehorn ads into ChatGPT to survive, it risks driving users straight into ...
Morning Overview on MSN
$500B AI data center bill for Oracle and OpenAI spooks Wall Street
The $500 billion price tag attached to Oracle and OpenAI’s next generation of AI data centers is forcing investors to ...
Both companies have a lot riding on the success of OpenAI, the leader in large language models.
Stargate, which was announced in early-2025, is a $500 billion venture led by OpenAI to build data centers across the country ...
The situation over in Greenland caused a bit of a market shock on Tuesday, with just about everything marching lower over ...
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on January 20th. We also provided hedge fund sentiment for ...
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