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Analyst upgrades rating on Oracle (ORCL) to Overweight with $270 price target, citing rising enterprise demand for AI ...
Oracle stock surged more than 5% on Wednesday after the software giant revealed that OpenAI will lease roughly 4.5 gigawatts ...
Oracle Inc announces a $30 billion cloud deal with OpenAI. Wall Street's average price target indicates downside in ORCL ...
OpenAI will lease 4.5 GW of data-center capacity from Oracle (NYSE:ORCL), fueling its massive Stargate AI infrastructure ...
OpenAI's potential usage of Google's (GOOG)(GOOGL) tensor processing units, or TPUs, for inferencing its artificial ...
Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.
Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...
Through Google Cloud, OpenAI is renting Google’s tensor processing units (TPUs) with the aim of cutting the costs associated with inference computing, the execution of models after training is ...
Oracle Corporation (NYSE: ORCL) rallied after the announcement of a cloud services agreement that would lead to over $30 ...
Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies ...
In a scenario where OpenAI and its peers begin to erode Google search -- thereby taking a toll on Alphabet's advertising revenue -- Alphabet is still able to capture some downstream monetization.
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” second quarter 2025 ...