Oracle's AI-fueled sales growth enabled it to increase fiscal second-quarter earnings per share (EPS) by 24% year over year ...

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The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the ...

Arm Holdings (ARM) has reportedly signed Meta Platforms (META) as the first customer for its own chip, the Financial Times reported. Read for more.

Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...

Arm Holdings plans to launch its own chip this year after securing Meta Platforms as one of its first customers, in a major ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Meta is planning a data center that’s bigger than New York’s Central Park, while Microsoft has pledged $80 billion to bring its own designs. But it was OpenAI, Nvidia, and Oracle that have so ...

Bernstein analyst Mark Moerdler maintained a Buy rating on Oracle (ORCL – Research Report) yesterday and set a price target of $213.00. The company’s shares closed last Friday at $174.16.

So my view of this is any megatech that buys this other than meta to me becomes a sell that day if they pay, you know If it’s a 50 billion dollar valuation, I’m a seller of Oracle.