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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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09.03.26 - 08:48
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Oracle Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat das Kursziel für Oracle vor Zahlen zum dritten Quartal von 310 auf 230 US-Dollar gesenkt, die Einstufung jedoch auf "Overweight" belassen. Analyst Raimo Lenschow begründete das niedrigere ......
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09.03.26 - 05:30
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ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit (PR Newswire)
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NEW YORK, March 9, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff......
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07.03.26 - 17:48
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The AI Trade: Now With Less Circle And More Jerk (ZeroHedge)
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The AI Trade: Now With Less Circle And More Jerk
Submitted by QTR's Fringe Finance
As if markets didn't already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit, and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel.
According to Bloomberg, Oracle Corporation and OpenAI have scrapped plans to expand a flagship artificial intelligence data center campus in Abilene, Texas after negotiations dragged on over financing and, more awkwardly, OpenAI's “changing needs.”
Changing needs, of course, being corporate-speak for: the numbers probably stopped making sense once someone sat down with a spreadsheet and noticed that data center financing deals are starting to arrive dead on the operating table.
The project in q...
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07.03.26 - 17:24
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HPE, Oracle, and Adobe Earnings Coming Next Week (24/7 Wall St.)
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It's a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper Bet Gets Its First Real Test Hewlett Packard Enterprise (NYSE:HPE) reports Monday after the market closes, and the headline question is simple: is the Juniper Networks acquisition actually working? HPE's most recent quarter ... HPE, Oracle, and Adobe Earnings Coming Next Week
The post HPE, Oracle, and Adobe Earnings Coming Next Week appeared first on 24/7 Wall St.....
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07.03.26 - 02:30
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Previewing The 2026 Q1 Earnings Season: A Closer Look (Zacks)
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The 2026 Q1 earnings season will take the spotlight when the big banks report their results in about four weeks, but we will already have seen fiscal February-quarter results from almost two dozen companies by then, including Oracle and Adobe....
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07.03.26 - 00:30
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Oracle, OpenAI End Plans to Expand Flagship Data Center (Bloomberg)
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Oracle and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs. The collapsed talks created an opening for Meta Platforms Inc. to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe, according to people familiar with the matter. Nvidia Corp., the leading AI chipmaker, helped facilitate Meta's discussions with the developer, said the people, who asked not to be identified because the talks are private. The shifting plans underscore the complexity of building out AI data centers, which are expected to cost in the tens of billions of dollars and require cooperation from a wide swath of partners. Bloomberg Tech Co-Host Ed Ludlow joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.03.26 - 23:51
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower (ZeroHedge)
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower
AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI have scrapped plans to expand the Stargate AI data center in Abilene, Texas, from about 1.2 GW to 2.0 GW. Sources said the expansion was canceled after talks stalled over financing issues and OpenAI's changing demand forecasts.
However, the collapse of the Oracle-OpenAI plans has opened the door for Meta, which is now in talks to lease the space instead. Nvidia is reportedly helping to broker that deal and has put down a $150 million deposit with developer Crusoe.
Progress at our datacenter in Abilene. Fun to visit yesterday! pic.twitter.com/W22ssjWstW
— Sam Altman (@sama) September 24, 2025
Oracle's broader 4.5 GW data center agreement with OpenAI remains intact, and other projects are still moving forward, according to the report.
The report erased all of Oracle's intraday gains within minute...
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