Morgan Stanley cuts target 30% to $213 on AI funding fears while Guggenheim holds $400 target. Wall Street divided on cloud ...
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 ...
Morgan Stanley analysts surmise that Oracle's (ORCL) rapid buildout of artificial intelligence infrastructure will likely ...
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 ...
Oracle's fastest-growing business is its cloud infrastructure division, and demand for chips should continue to rise. Wall Street analysts are calling for accelerating sales and profits for Oracle ...
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 ...
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 ...
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...
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