Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...
The Daily Overview on MSN
Why Oracle is not the next Nvidia
Investors hunting for the next big artificial intelligence winner have increasingly lumped Oracle in with Nvidia, treating ...
Deutsche Bank's Brad Zelnick is sticking with his upbeat view of Oracle's stock, however, and the recent selloff means his $375 target price implies roughly 90% upside from here. Read: Super Micro, ...
Oracle stock has fallen 40% amid concerns over its OpenAI partnership and valuation, with analysts divided between bullish and bearish price targets.
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