Oracle surged after a $300 billion OpenAI cloud deal, but much of the upside is already priced in after a 75% YTD rally. Q1 results showed strong cloud growth but missed revenue and EPS estimates, ...
Amid investors concerns about high spending and the impact to the company's financial health, the bear case on Oracle (ORCL) may actually be a “bullish” sign, Deutsche Bank said. “Relative to company ...