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26 results for "oracle"

SEEKING ALPHA

Oracle: Investors Fear CapEx, But They Might Be Missing The Upside

Oracle (ORCL) rated Buy (from Strong Buy): Q3 revenue +22%, cloud +44%, AI infra +243%. CapEx/FCF risks but ~33% upside.…

· 10 views
GOOGLE NEWS

Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit. - Barron's

Oracle Stock Drops on OpenAI Shock. CoreWeave, SoftBank Also Hit. Barron's…

· 4 views
GOOGLE NEWS

OpenAI growth headwinds ripple through partners; SoftBank and Oracle shares under pressure - Seeking Alpha

OpenAI growth headwinds ripple through partners; SoftBank and Oracle shares under pressure Seeking Alpha…

· 5 views
GOOGLE NEWS

ORCL Stock Drops Premarket: OpenAI Reportedly Misses Targets, Raising Concerns Over Oracle’s $300B Cloud Deal - Stocktwits

ORCL Stock Drops Premarket: OpenAI Reportedly Misses Targets, Raising Concerns Over Oracle’s $300B Cloud Deal Stocktwits…

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INVESTORS

OpenAI Revenue Report Stings AI Stocks. Why Oracle Stock Is Falling Sharply.

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FORBES

OpenAI Investors–Nvidia, Oracle, More–Fall After AI Giant Misses Revenue Target

One executive told employees that OpenAI may be unable to fund future computing contracts.…

· 2 views
GOOGLE NEWS

Oracle, AMD, and CoreWeave stocks sink after report says OpenAI missed sales, user targets - Yahoo Finance

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 2 views
YAHOO FINANCE

Oracle, AMD, and CoreWeave stocks sink after report says OpenAI missed sales, user targets

· 3 views
GOOGLE NEWS

Oracle, AMD, and Coreweave stocks sink after report says OpenAI missed sales, user targets - Yahoo Finance UK

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 1 view
GOOGLE NEWS

Oracle, Nvidia and other buzzy tech stocks fall as the 'OpenAI complex' comes under pressure - Morningstar

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 1 view
GOOGLE NEWS

Nvidia, Oracle and AMD slide as report of OpenAI stumbles shakes AI boom narrative - Yahoo Finance UK

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 2 views
GOOGLE NEWS

Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure - TechStock²

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 2 views
YAHOO FINANCE

Oracle Stock Dives on OpenAI Shock. CoreWeave, SoftBank Hit as Fears Rise.

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GOOGLE NEWS

Oracle, CoreWeave shares drop after report flags OpenAI growth worries By Reuters - Investing.com

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 10 views
THE GLOBE AND MAIL

Oracle, CoreWeave shares drop after report of OpenAI missing growth targets

CFO Sarah Friar expressed concerns about the company’s ability to pay for computing contracts if its revenue stalled, media report says…

· 2 views
GOOGLE NEWS

Oracle, CoreWeave shares drop after report flags OpenAI growth worries - Reuters

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 1 view
GOOGLE NEWS

AI capex-sensitive stocks Oracle, SoftBank fall amid rising OpenAI worries - Investing.com

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 2 views
ALL NEWS

Oracle, CoreWeave shares drop after report flags OpenAI growth worries

· 1 view
GOOGLE NEWS

OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling - CNBC

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…

· 1 view
CNBC

OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

OpenAI has recently missed its own projections for user growth and revenue, the WSJ reported.…

· 11 views
YAHOO FINANCE

Stocks to Watch Tuesday: Oracle, Spotify, Hilton

· 2 views
SEEKING ALPHA

SMCI: From Bad To Worse

Super Micro (SMCI) faces trust and governance risks as rumors of Oracle canceling $1B+ orders raise demand concerns.…

· 8 views
ARXIV.ORG

Discovering Agentic Safety Specifications from 1-Bit Danger Signals

Can large language model agents discover hidden safety objectives through experience alone? We introduce EPO-Safe (Experiential Prompt Optimization for Safe Agents), a framework where an LLM iterative…

· 2 views
ARXIV.ORG

ClawTrace: Cost-Aware Tracing for LLM Agent Skill Distillation

Skill-distillation pipelines learn reusable rules from LLM agent trajectories, but they lack a key signal: how much each step costs. Without per-step cost, a pipeline cannot distinguish adding a missi…

· 3 views
ARXIV.ORG

ZenBrain: A Neuroscience-Inspired 7-Layer Memory Architecture for Autonomous AI Systems

Despite a century of empirical memory research, existing AI agent memory systems rely on system-engineering metaphors (virtual-memory paging, flat LLM storage, Zettelkasten notes), none integrating pr…

· 2 views
REDDIT

LabelSets — open quality standard for AI training data (LQS v3.1) [D]

Built a third-party quality rating system for ML datasets. Multi-oracle (7 scorers across 5 algorithm families), conformal prediction intervals on downstream F1, Ed25519-signed certs, and a contaminat…

· 5 views