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While there are questions about a contract that will ultimately add more than $30 billion in revenue annually, Bernstein ...
Oracle stock has been rallying since the tech giant said Monday it had landed a $30 billion annual cloud deal.
Oracle signed a cloud services contract worth $30 billion a year which will start hitting its books in fiscal year 2028, ...
Oracle Corp. today disclosed that it has won a cloud contract worth more than $30 billion annually. Shares of the company ...
The identity of the customer behind this landmark deal remains undisclosed, but the scale is remarkable: the contract's ...
We have what I call an idea market. When an idea resonates, when it seems right, the older cohort buys the stock, too.
In a regulatory filing, Oracle said that it signed up a cloud customer to spend more than $30 billion a year from FY28. The ...
Oracle is betting on its database dominance, AI vision, and massive data center investments in a bid to overtake current ...
Amazon, Microsoft, Alphabet and more are fueling Nvidia’s AI surge. Here’s why their billion-dollar bets could mean big gains ...
Saudi telecommunications operator Du launched a sovereign cloud offering built on the Oracle Alloy cloud infrastructure ...
Oracle invests $25B in data centers, capitalizing on AI-driven cloud demand. Strong growth fuels a fair value of $271/share.
Oracle will spend around $40 billion on Nvidia’s higher-performance chips to power OpenAI’s new US data center, the Financial Times reported Friday. The data center, situated in Abilene, Texas ...