Oracle's stock took a hit after news regarding OpenAI's missed targets was reported.

Oracle's AI cloud story is getting bigger, but investors still have to weigh massive demand against debt, cash flow pressure, ...

就在OpenAI被曝收入未达预期、未来账单或难以为继的消息传出后不久，其算力合作伙伴Oracle却依然稳步推进在新墨西哥沙漠中建设大型数据中心园区的计划。

Oracle Corporation is rated a buy with attractive risk-reward at current levels, with a potential 36% upside. Learn more ...

Quick Read Oracle (ORCL) delivered Cloud Infrastructure revenue of $4.88B (up 84% YoY) and booked $553B in remaining ...

As Oracle slashes jobs, some workers say they were helping develop the AI that displaced them.

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...

To Wall Street, Oracle Corp. is a screaming buy. To many investors, however, the company’s relationship with OpenAI, its ...

科技股在来自 OpenAI 内部的新报道称AI投资周期持久性受到质疑后下跌。一份泄露的公司营收负责人备忘录抨击与 Microsoft 的合作限制了企业销售，同时另有报道称 OpenAI 未达到内部的用户和营收目标。整个 AI 生态的连锁反应迅速：Nvidia 下跌约 3%，AMD 跌近 6%，Arm 跌约 8%，Oracle 在盘前交易中一度下挫最多 7.7%，市场担忧 OpenAI 的资金节奏可 ...

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

Oracle计划在新墨西哥州多纳安纳县的Jupiter项目数据中心园区，以燃料电池微电网取代燃气轮机和柴油备用发电系统，推动园区转向本地发电模式，以满足高密度AI工作负载需求。修订后的设计将整个园区整合为单一微电网，本地发电容量最高可达2.45 GW ...

Investing.com -- Barclays软件团队已经确定了在人工智能重塑企业技术格局之际,有望从中受益的领先基础设施软件公司,其中Oracle Financial Software、DigitalOcean、Salesforce和Snowflake位列大盘股领域的首选股票。