Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing costs and cloud growth. Read for more.
The DeepSeek news over the weekend has caused a bit of chaos in the technology world, as the AI giants are all struggling to grasp whether or not AI has just become open source. If that’s the case, it would be a massive “rug pull” of the industry.
Of course, a lot of upside could potentially be left on the table if ORCL shares really soar, which is why looking at the trailing twelve month trading history for Oracle Corp, as well as studying ...
as ORCL closed ~14% higher this week, outperforming Microsoft's (MSFT) ~4% rise. However, SA analyst Simple Investment Ideas argued that the Stargate Project bolsters the bullish case for ...
OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.
If you’ve been following the AI industry, Mistral should be a familiar name by now. The French AI startup with a $6 billion valuation is arguably the
Vistra Corp (NYSE: VST) and Constellation Energy (NYSE: CEG) have emerged as standout players, set to leverage the rising demand for artificial intelligence and deliver substantial growth in 2025 and beyond.
We recently compiled a list of the 10 Best Cloud Stocks To Buy According to Hedge Funds. In this article, we are going to take a look at where Oracle Corp (NYSE:ORCL) stands against the other cloud stocks.
The AI race took another geopolitical twist last past week, as the Trump Administration announced the formation of the $500 billion Project
AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.
Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.
If 2024 was a breakout year for artificial intelligence—including major developments in autonomous vehicles, a broad expansion of generative AI applications across industries, and much more—2025 has the potential to be even bigger.