Seeking Alpha on MSN5d
DeepSeek breakthrough could benefit Microsoft, hurt Oracle: BofABank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing ...
Investors could be attracted to the stock based on the quality of its payment history. Oracle has impressed us by growing EPS at 5.1% per year over the past five years. A low payout ratio and ...
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
This move could make SoftBank the largest investor in the ChatGPT creator, surpassing Microsoft Corporation ... venture with companies like SoftBank, Oracle Corp. ORCL, and the UAE’s MGX fund ...
Microsoft looks like it’s going to open up ... but that should only offer value in the end. Oracle looks like it’s going to open up a little bit to the upside. This seems to be a continuation ...
DeepSeek’s AI breakthrough could lower computing costs, benefiting Microsoft’s Azure growth and AI infrastructure efficiency. Analyst sees potential downside for Oracle as easing GPU ...
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