RBC Capital sees DeepSeek AI as potential threat to MSFT, ORCL
Oracle (NYSE:ORCL), and Microsoft (NASDAQ:MSFT), experienced significant declines in pre-market trading following a report that DeepSeek's AI assistant has surpassed ChatGPT as the top-rated free ...
Oracle Corporation (ORCL) Faces Selloff Amid DeepSeek AI Model Concerns, Despite $500 Billion AI Data Center Initiative
We recently compiled a list of the 10 AI News Updates Investors Should Not Miss. In this article, we are going to take a look ...
Oracle's $500 Billion Venture Can Accelerate Growth Despite DeepSeek's Emergence
Oracle's growth story remains intact despite the recent market sell-off driven by emergence of DeepSeek's AI model. See why I ...
Oracle: Traders Have Taken Profits - Stargate Rally Unlikely To Last
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
3 Potential AI Stock Winners From the $500 Billion Stargate Project
Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number ...
A shocking Chinese AI advancement called DeepSeek is sending US stocks plunging
US stocks dropped sharply Monday — and chipmaker Nvidia lost nearly $600 billion in market value — after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the ...
Why Oracle Stock Is Plummeting Today
Oracle was hit by the big news of the day -- the revelation of the latest version of the Chinese artificial intelligence (AI) ...
Will DeepSeek deep-six Trump's Stargate AI dreams?
Trump called the joint venture - known as Stargate - "a new American company that will invest $500 billion at least in AI infrastructure in the United States," promising that it will create more than ...
AI And Earnings Expansion Support Oracle's Valuation
Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a ...
Wall Street Analysts Are Bullish on Top Technology Picks
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Oracle (ORCL – Research Report), Nvidia (NVDA – ...
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Microsoft relaxes data center grip on OpenAI amid $500 bln joint venture
Microsoft (MSFT.O) has announced that it changed some key terms of a deal with OpenAI after the ChatGPT creator announced a ...
Beyond Oracle and Nvidia, these stocks and sectors can benefit from the Stargate AI venture
Looking at Ciena, the company supplies to both Microsoft and Oracle. As the Stargate venture drives the creation of data centers in disparate locations, Notter thinks that Ciena's ...