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- Wall St set to gain on tech rebound, Middle East in focus
- Oracle results beat estimates, but shares fall on plans for $40 billion raise
- Oil prices steady as investors weigh US-Iran war escalation
- Intel rallies as BofA double-upgrades stock on increased CPU, foundry visibility
- Oppenheimer sees little strategic case for Tesla-SpaceX merger
- Needham Starts Hyliion Holdings (HYLN) at Buy
- Oppenheimer Starts SpaceX (SPCX) at Outperform, PT $190, 'space infrastructure appears structurally advantaged'
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Mizuho Defending Oracle (ORCL): 'Buying Opportunity as AI Margin Headlines Drive Share Weakness'
October 7, 2025 12:30 PM EDTMizuho analyst Siti Panigrahi reiterated an Outperform rating and $350.00 price target on Oracle (NYSE: ORCL).
The analyst comments "ORCL shares are trading lower intra-day (down ~6% vs. QQQ down ~60 bps) following an article from The Information (link) calling out weakness in AI margins. We... More
