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AI Software & Hyperscale · OCI is the AI capex re-rating story.
Oracle Cloud Infrastructure pivoted from also-ran to credible AI training cloud in 24 months on the back of multi-billion deals with the largest model labs. The valuation now bakes in continued share gain against the big-three hyperscalers.
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Market cap $690.0B
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3 articles classified across the last 24 hours.
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benzinga.com · 3h ago
bullishBenzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
finance.yahoo.com · 23h ago
bullishOracle (NYSE:ORCL) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and EPS came in at $2.11 ($1.96 estimated). Both of these figures would’ve led to an equally blockbuster stock market performance, but the opposite has happened. Oracle is ... The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability
benzinga.com · 23h ago
bearishOracle AI capex spooked investors. Bank of America and Goldman analysts are bullish, but history offers a more cautious near-term lesson.
ORCL · price · 3M