Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ORCL stock is upgraded to strong buy.
Do you think ORCL needs to partner with more neocloud partners like coreweave and crusoe so they don’t bear the CAPEX alone? Doing so helps but would lower their margins and delay profitability.…
WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over \~5 years, or roughly $60B/year, starting in 2027.…
