This article first appeared on GuruFocus. Oracle (NYSE:ORCL) may be sitting on a much bigger AI growth story than the market is giving it credit for, and Wells Fargo thinks recent worries are missing ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...
JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...
Oracle (ORCL) shares fell 7% in extended trading on Wednesday as the IT giant continued to rack up deals, but its fiscal second-quarter results were mixed compared to Wall Street's forecast. For the ...
Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...
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The UFM-02 flow-sensor module from ScioSense, which enables multi-year operation in battery-powered industrial and consumer applications, includes the sensor board and spool piece. It offers a fast ...
Within the modern interdependent economy, financial transactions have changed from a back-office activity to the foundation of business. For companies that span government, engineering, and life ...
Financial services software company Intuit Inc. said today it’s partnering with OpenAI to bring its applications to ChatGPT and accelerate productivity within its own organization. The multiyear deal, ...