Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing costs and cloud growth. Read for more.
The DeepSeek news over the weekend has caused a bit of chaos in the technology world, as the AI giants are all struggling to grasp whether or not AI has just become open source. If that’s the case, it would be a massive “rug pull” of the industry.
Of course, a lot of upside could potentially be left on the table if ORCL shares really soar, which is why looking at the trailing twelve month trading history for Oracle Corp, as well as studying ...
ORCL currently has only a 5% share in this space, falling far behind AWS (40%) and Microsoft (16%). The expected capex should enable ORCL to generate $30-40 billion in revenue from cloud ...
as ORCL closed ~14% higher this week, outperforming Microsoft's (MSFT) ~4% rise. However, SA analyst Simple Investment Ideas argued that the Stargate Project bolsters the bullish case for ...
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.
Stocks Feeling the Heat. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other stocks feeling the heat from the DeepSeek AI effect. Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model
We recently compiled a list of the 12 Safest Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against the other safe stocks.
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This prompted the heavy selling of shares that have been boosted by the AI boom, namely chip stocks. In addition to Nvidia ( NVDA ), Broadcom ( AVGO) tumbled 17%, while the Taiwan Semiconductor Manufacturing Company's ( 2330.TW, TSM) US-listed shares ended Monday's session 13% in the red.
Nvidia shares shed nearly $600 billion in market value Monday, marking the largest single-day loss in market history.