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11.09.26 - 21:45
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Oracle Sector Perform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat das Kursziel für Oracle von 190 auf 165 US-Dollar gesenkt und die Einstufung auf "Sector Perform" belassen. Der Softwarekonzern habe ein starkes erstes Geschäftsquartal hinter sich dank beschleunigter ......
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11.09.26 - 21:18
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Irre Moves! Adobe tänzelt hoch, Oracle taucht ab (Der Aktionaer)
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Überraschender Kurs-Dreh an der Wall Street heute: Zum US-Handelsstart schien die Rollenverteilung nach den Quartalszahlen der beiden Software-Schwergewichte noch zementiert. Oracle legte vorbörslich mehr als sechs Prozent zu, Adobe verlor rund vier Prozent....
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11.09.26 - 20:42
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Oracle′s Cloud Growth; Debate Around AI Risks (Bloomberg)
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Bloomberg's Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder. (Source: Bloomberg)...
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11.09.26 - 20:18
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Oracle′s AI Cloud Growth Eases Buildout Concerns (Bloomberg)
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Oracle's latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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11.09.26 - 19:15
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Oracle Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat das Kursziel für Oracle von 245 auf 250 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Der Softwarekonzern habe ein Quartal hinter sich, in dem die positiven Erkenntnisse die negativen ......
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11.09.26 - 18:36
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Prediction: This Could Be an Unexpected AI Winner Through 2030 (24/7 Wall St.)
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Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now....
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