Morgan Stanley cuts target 30% to $213 on AI funding fears while Guggenheim holds $400 target. Wall Street divided on cloud ...

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, ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...