ORCL and GOOGL Related Headlines
Go Back- Why this economist says the AI rally still has a bit further to run
- Melius Downgrades Microsoft (MSFT) to Hold
- TD Cowen: 'Army Contract Expands Salesforce To More DoW Users'
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Evercore's Emanuel explains why the AI trade won't crash
- Is there an AI bubble? Or are there more than one?
- Macquarie says AI isn't a bubble as demand still far outstrips supply
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- Google's Gemini 3 advances shake up AI competitive landscape
- Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle, Microsoft, Meta, Amazon, And Alphabet - Reuters
- Exclusive-Weinstein's Saba sells credit derivatives on Big Tech as AI risks grow, source says
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- Is the entire AI-driven rally suddenly at stake?
- Taking a deeper look at the economics of Oracle’s (ORCL) AI business
- Google says 'likely over 100' affected by Oracle-linked hacking campaign
- Amazon stock falls amid Oracle’s AI market share gains
- Ellison nets $70B+ in one day to rival Musk as world's richest person
- Oracle (ORCL) PT Raised to $370 at Melius
- Oracle, Google cloud units strike deal for Oracle to sell Gemini models
- Melius Research warns that things ‘can get worse for SaaS players like Adobe’
- Oracle 'transitioning into a new paradigm' says Scotiabank
- OpenAI enlists Google Cloud to power ChatGPT - CNBC
- OpenAI to use Google (GOOGL) Cloud for ChatGPT - CNBC
- Citi Positive on AMD, AVGO, MU and NVDA
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- Oracle stock rises 7% after CEO touts strong start to fiscal year
- Stifel lifts Oracle stock rating on durable cloud gains

