Oracle (ORCL) Stock: Morgan Stanley Cuts Price Target 30% on AI Infrastructure Concerns

TLDR Morgan Stanley cut Oracle’s price target 30% from $320 to $213, citing concerns that AI infrastructure buildout will pressure earnings per share targets The investment bank warns Oracle’s GPU-as-a-Service expansion will create higher funding needs that aren’t reflected in credit markets Oracle’s debt has grown from $71 billion to $105 billion over five years [...]

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