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09.03.26 - 23:54
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CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock (24/7 Wall St.)
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Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle's most recent earnings report, carries more weight than a typical market soundbite. The warning is specific: a company sitting on a massive AI deal backlog, ballooning debt, and negative free cash flow may be showing ... CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock
The post CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock appeared first on 24/7 Wall St.....
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09.03.26 - 15:48
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Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges (24/7 Wall St.)
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Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology (NASDAQ:MU), Oracle (NYSE:ORCL) and Semtech (NASDAQ:SMTC) on the back of accelerating AI infrastructure demand. The signal across all three names is directionally bullish, though the conviction levels and near-term setups ... Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges
The post Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges appeared first on 24/7 Wall St.....
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09.03.26 - 14:42
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Oracle Aktie: Vertrauen und Geduld erforderlich! (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Oracle-Aktienanalyse der Deutschen Bank:
Der Deutsche-Bank-Analyst Brad Zelnick habe das Kursziel für die Aktie von Oracle Corp. (ISIN: US68389X1054, WKN: 871460, Ticker-Symbol: ORC, NYSE-Symbol: ORCL) von 375 auf 300 USD gesenkt und das "buy" -Rating bestätigt. Die erfolgreiche Platzierung einer unbesicherten Investment-Grade-Anleihe im Februar sowie die Nachricht, dass der Oracle-Kunde OpenAI eine private Finanzierungsrunde über 110 Mrd. [mehr]...
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09.03.26 - 12:24
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Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink (24/7 Wall St.)
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Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and Applied Digital got hit hard, dragged down by post-earnings fallout, legal overhang, and growing questions about the AI buildout. Let's look at ... Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink
The post Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink appeared first on 24/7 Wall St.....
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