Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing costs and cloud growth. Read for more.

The DeepSeek news over the weekend has caused a bit of chaos in the technology world, as the AI giants are all struggling to grasp whether or not AI has just become open source. If that’s the case, it would be a massive “rug pull” of the industry.

Of course, a lot of upside could potentially be left on the table if ORCL shares really soar, which is why looking at the trailing twelve month trading history for Oracle Corp, as well as studying ...

as ORCL closed ~14% higher this week, outperforming Microsoft's (MSFT) ~4% rise. However, SA analyst Simple Investment Ideas argued that the Stargate Project bolsters the bullish case for ...

ORCL currently has only a 5% share in this space, falling far behind AWS (40%) and Microsoft (16%). The expected capex should enable ORCL to generate $30-40 billion in revenue from cloud ...

The article " Why Rezolve Could Be the Next Big Name in Artificial Intelligence " first appeared on MarketBeat.

We recently published a list of Jim Cramer’s Bold Predictions About These 12 AI Stocks. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other AI stocks that Jim Cramer has made predictions about.

Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.

President Donald Trump announced The Stargate Project, a private $500 billion artificial intelligence (AI) infrastructure project in the United States, as I reported on Wednesday. He heralded it as the "largest AI infrastructure project,

CEO Satya Nadella shrugged off funding concerns raised by Elon Musk over the $500 billion AI infrastructure project, Stargate, spearheaded by President Trump.

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.

Newly inaugurated President Donald Trump along with AI leaders Oracle, OpenAI, and SoftBank this week announced a $500 billion AI project to assure U.S. leadership in the technology. And my prediction is one stock in particular will be the biggest winner of this massive investment. Let's find out more.