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03.07.26 - 08:45
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Oracle: Wie tief könnte es noch gehen? (LYNX)
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Der US-amerikanische Softwarekonzern ist in den letzten Wochen deutlich unter Druck geraten. Seit dem Hoch von Anfang Juni verzeichnete die Oracle-Aktie einen Rückgang von mehr als 40%....
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01.07.26 - 19:06
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Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride (24/7 Wall St.)
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Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle's transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride...
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01.07.26 - 15:42
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CoreWeave Is Down 10% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle? (24/7 Wall St.)
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CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today. It looks more like a continuation of a broader downtrend for one of the market's most debt-heavy, richly valued names. The ... CoreWeave Is Down 10% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?...
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30.06.26 - 21:00
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IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics (24/7 Wall St.)
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The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV's slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle's Free Cash Flow as the Real Test of AI Capex Economics...
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30.06.26 - 18:18
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Oracle Could Be a $1 Trillion Company By This Date (24/7 Wall St.)
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Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date...
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