Seeking Alpha on MSN8h
DeepSeek breakthrough could benefit Microsoft, hurt Oracle: BofA
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.
RBC Capital sees DeepSeek AI as potential threat to MSFT, ORCL
Oracle (NYSE:ORCL), and Microsoft (NASDAQ:MSFT), experienced significant declines in pre-market trading following a report that DeepSeek's AI assistant has surpassed ChatGPT as the top-rated free application on the Apple (NASDAQ:AAPL) App Store.
Oracle Corporation (ORCL) Feeling the Heat from The DeepSeek AI Effect
Stocks Feeling the Heat. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other stocks feeling the heat from the DeepSeek AI effect. Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model
Oracle: Traders Have Taken Profits - Stargate Rally Unlikely To Last
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.
How Oracle (ORCL) Reinvented Itself According to Jim Cramer – Here’s Why
We recently published a list of Jim Cramer’s Bold Predictions About These 12 AI Stocks. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other AI stocks that Jim Cramer has made predictions about.
Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.
OpenAI Wrestles With Microsoft Stake Valuation As It Looks To Transition To For-Profit Entity Amid Trump's $500 Billion Stargate AI Project: Report
Sam Altman-led OpenAI is reportedly engaged in intricate discussions to transform into a for-profit entity, but its board is grappling with valuing Microsoft's stake while negotiating the worth of its new charitable division at $30 billion.
Trump Says He’s Spoken To ‘Many People’ About TikTok Sale—But Not Oracle
Numerous potential buyers, including PerplexityAI and the internet advocacy group, Project Liberty, have publicly stated their interest in the app.
Live Mint on MSN4d
Stargate: How Microsoft can benefit from Softbank, OpenAI and Oracle’s $500 billion-joint AI project with zero money
Stargate: Analysts have noted that Microsoft has become less willing to spend even more money financing the computing power OpenAI requires to retain a lead in AI.
OpenAI teams up with SoftBank and Oracle on $500B data center project
OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.
UBS maintains Microsoft stock Buy rating, $525 price target
Microsoft (NASDAQ:MSFT)'s partnership with OpenAI has been a significant aspect of its AI strategy. Despite facing increased competition, the company's sizable investment in OpenAI remains a key point of interest.
With Oracle joining Stargate, can Microsoft - OpenAI partnership strain?
As Oracle (ORCL) joins the Stargate Project, a new $500B AI infrastructure initiative, are there risks to Microsoft (MSFT) - OpenAI partnership. Read more here.