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05.08.26 - 16:54
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SpaceX Has Already Lost AI Race (24/7 Wall St.)
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Someone, please tell me if I'm wrong. SpaceX (NASDAQ: SPCX) said its capital expenditures were $18.4 billion in the quarter that just ended. Almost all of the spending is going toward AI. By the same token, Oracle (NASDAQ: ORCL) says it will spend a ton more. Yahoo reports, “Oracle expects capital expenditures of up to ... SpaceX Has Already Lost AI Race...
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03.08.26 - 21:18
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Oracle Is Still Down 28% This Year. What Will It Take to Get ORCL Stock Back to $200? (24/7 Wall St.)
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Shares of Oracle (NYSE:ORCL) are trading at $139.90 in Monday afternoon action, up 8% on a broad AI-cloud rally. Even with today's pop, Oracle stock remains down 28% year to date (YTD), a striking gap given cloud peers in the same AI infrastructure conversation are green on the year. The question investors keep asking: what ... Oracle Is Still Down 28% This Year. What Will It Take to Get ORCL Stock Back to $200?...
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03.08.26 - 17:12
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Why Oracle Stock Is Gaining (Fool)
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Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet....
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03.08.26 - 16:42
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CoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud (24/7 Wall St.)
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Shares of AI cloud infrastructure names are pushing higher Monday morning as a broad risk-on tone lifts large-cap tech. CoreWeave (NASDAQ:CRWV) stock leads the group, up 11% to $79.60, while Snowflake (NYSE:SNOW) shares climb 6% to $311 and Oracle (NYSE:ORCL) shares gain 5% to $136. Nebius Group (NASDAQ:NBIS) stock is up 8% to $206, while ... CoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud...
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