ORCL and CRWV Related Headlines
Go Back- Meta capex to surge in 2027, neocloud fears ’erroneous’ - SemiAnalysis
- NVIDIA (NVDA) Says It Will Take a Cut of Some Customers’ Cloud Revenues - The Information
- BMO Capital: 'Assessing the Next AI Frontier'
- AI capex-sensitive stocks Oracle, SoftBank fall amid rising OpenAI worries
- Evercore ISI on NVIDIA (NVDA): 'Extreme Co-Design, Extreme Agentic Token Growth'
- Freedom Capital: 'Don’t Count Meta Out!', 'MU, I’d continue to own this stock'
- After-hours movers: Oracle, AeroVironment, Groupon
- Oracle, Nebius Group Trade Lower in Sympathy with CoreWeave
- Evercore's Emanuel explains why the AI trade won't crash
- Cloud infrastructure stocks rebound on Oracle news
- Oracle's (ORCL) Take-or-Pay Contracts' NPV Remains Positive - Citizens
- Oracle's (ORCL) Take-or-Pay Contracts' NPV remains Positive - Citizens
- Is there an AI bubble? Or are there more than one?
- After-hours movers: Oracle, Adobe, Synopsys and more
- Jefferies: 'we expect OpenAI to make a significant enterprise push in 2026, unlocking a major tactical opportunity for MSFT'
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- Oracle share price weakness offers a buying opportunity, says Mizuho
- CoreWeave (CRWV) sees upside action; ORCL, NBIS also moving
- Wells Fargo says all signs point to strong cloud demand, raises estimates
- DA Davidson on Oracle (ORCL): 'We believe OpenAI will continue to be a key winner from the explosion of growth in AI'
- Oracle (ORCL) PT Raised to $370 at Melius
- OpenAI: Oracle and OpenAI have entered an agreement to develop 4.5 gigawatts of additional stargate data center capacity in the U.S.
