The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...
Oracle climbed 9% and Microsoft gained 3%. Nvidia and Meta each added more than 2%. Alphabet inched higher. Amazon shares ...
The tech giant has invested huge sums in the AI infrastructure buildout in recent times.
Oracle shares have been battered by OpenAI jitters and a broader software selloff, but one analyst argues the market has overcorrected.
Oracle’s rally reflects renewed confidence that its cloud business is directly benefiting from AI-driven infrastructure spending. While D.A. Davidson’s upgrade contributed to the move, broader gains ...