Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
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“TikTok Has More Problems Than Opportunities, and If Oracle (ORCL) or Microsoft (MSFT) Buy It, They Become A Sell The Next Day”While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Meta Platforms will invest up to $65 billion in 2025 to expand its AI infrastructure, significantly increasing from its ...
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AI Stocks Broadcom (AVGO) and Celestica (CLS) Soar after Google EarningsAI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL). While Alphabet shares ...
President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about ...
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Meta to invest up to $65bn in AI Infrastructure, CEO Mark Zuckerberg revealsCEO Mark Zuckerberg announced that Meta Platforms (META.O) plans to invest as much as $65bn in 2025 to expand its artificial ...
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