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19.04.26 - 10:03
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Nvidia als Antreiber: Oracle-Deal zündet 525-Prozent-Gewinner – wer folgt? (Der Aktionaer)
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Ein neuer Großauftrag von Oracle sorgt aktuell für Bewegung – und lässt einen KI-Profiteur allein in der vergangenen Woche kurzfristig rund 90 Prozent nach oben schießen. Richtig: Bloom Energy. Doch das ist erst der Anfang: Während Big Tech Milliarden in KI-Rechenzentren pumpt, entsteht im Hintergrund ein Markt, der gerade explodiert – die nächsten Highflyer folgen....
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17.04.26 - 14:03
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Oracle’s Week of Big Gains Masks a Huge Red Flag: Why Conservative Investors Should Look Elsewhere (24/7 Wall St.)
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Oracle (NASDAQ: ORCL) surged 29.4% in a single week, fueled by AI infrastructure announcements and a massive remaining performance obligation backlog. But the weekly pop masks structural risks that should concern conservative investors. The stock sits well below its 52-week high of $345.72 and closed most recently at $178.34. That context matters for retirement-focused investors ... Oracle's Week of Big Gains Masks a Huge Red Flag: Why Conservative Investors Should Look Elsewhere...
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16.04.26 - 19:00
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Buy, Sell, or Hold Oracle at $170? (24/7 Wall St.)
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Oracle (NYSE:ORCL) has bounced sharply off its lows, but a debt load of over $124 billion, revenue concentration in a single customer, and a valuation demanding near-perfection make this an uncomfortable entry point for new buyers. Oracle sells cloud infrastructure, database software, and SaaS applications to enterprises across every major industry. When AI infrastructure demand ... Buy, Sell, or Hold Oracle at $170?...
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16.04.26 - 17:54
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Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud (24/7 Wall St.)
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Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in one spot, and tap the best tools wherever they live. Multicloud setups now handle the heavy lifting for enterprise AI, with data flowing freely between environments. That shift explains why infrastructure-as-a-service (IaaS) spending keeps climbing ... Oracle's New AWS Partnership Just Put It Ahead of Azure and Google Cloud...
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