DA Davidson Upgrades Oracle to Buy, $180 Price Target
DA Davidson upgrades Oracle to Buy, citing strong OpenAI outlook and reduced risks, with a $180 price target.
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Bloom Energy Crushes Q4 Earnings as AI Power Demand Surges – 2026 Outlook Soars
Bloom Energy (BE) reports strong Q4 2025 results with 36% revenue growth driven by AI data centers. Company forecasts $3.1-3.3B revenue for 2026, beating Wall Street expectations.
Oracle Launches $45-50B Fundraising Push to Fuel AI Cloud Expansion
Oracle Corp. announces major $45-50 billion capital raise through debt and equity to expand cloud infrastructure capacity for AI customers like OpenAI and Meta.
Oracle Faces Lawsuit Over Alleged Bond Sale Disclosure Failures
Bondholders sue Oracle for $18B debt sale, claiming the company failed to disclose plans for additional $38B in loans needed for AI infrastructure expansion.
SoftBank Acquires DigitalBridge for $4B in AI Infrastructure Deal
SoftBank acquires DigitalBridge for $4 billion to expand AI infrastructure including data centers and connectivity networks. Deal expected to close in late 2026.
TikTok's $14 Billion US Deal: Oracle-Led Consortium Takes Control as Chinese Parent Steps Back
TikTok announces binding agreements for Oracle-led buyout of US operations valued at $14 billion, separating from ByteDance while questions remain about algorithm control and revenue sharing.