Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...
Morning Overview on MSN
Oracle’s AI sprint backfires into its worst quarter since 2001
Oracle’s aggressive push to reinvent itself as an artificial intelligence heavyweight has collided with market reality, ...
Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what ...
This week US President Donald Trump announced a joint venture between OpenAI, Japanese conglomerate SoftBank Group, and Abu Dhabi's AI-focused sovereign wealth fund MGX, to put as much as $500 billion ...
24/7 Wall St. on MSN
Is Oracle a sinking ship or a buying opportunity?
Quick Read Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract ...
Oracle has been aggressively expanding its AI and cloud offerings, positioning itself as a critical infrastructure provider for generative AI workloads. Project Stargate validates that strategy, ...
Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...
Oracle shares fell nearly 5% after a report said Blue Owl Capital stepped back from a planned $10 billion AI data center ...
We project Oracle's revenue growth across its various segments based on our previous analysis, incorporating the contribution from the Stargate initiative. Specifically, we adjusted the Cloud ...
Oracle shares fell 5% Wednesday morning after the Financial Times reported that data center investor Blue Owl would not participate in a $10 billion financing for one of Oracle’s artificial ...
For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily ...
Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...
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