https://www.live-feeds.com/feed/mizuho-sees-oracle-at-320-as-ai-cloud-capacity-jumpsContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/mizuho-sees-oracle-at-320-as-ai-cloud-capacity-jumpshttps://www.live-feeds.com/feed/mizuho-sees-oracle-at-320-as-ai-cloud-capacity-jumps#u65383Fri, 11 Sep 2026 19:26:08 +0000Oracle shares rose after the company reported record quarterly results driven by a 121% year-over-year increase in cloud infrastructure revenue. The surge reflects booming demand for AI cloud services that currently outpaces available supply. While cloud revenue grew 30% overall, the company carries $125 billion in debt. Oracle maintained its capital expenditure forecast despite a broader industry trend of cloud providers increasing spending to expand data center capacity. Mizuho maintains a $320 price target as the company scales its AI infrastructure.Why it mattersOracle is competing with ot https://www.live-feeds.com/feed/mizuho-sees-oracle-at-320-as-ai-cloud-capacity-jumpshttps://www.live-feeds.com/feed/mizuho-sees-oracle-at-320-as-ai-cloud-capacity-jumps#u63476Thu, 10 Sep 2026 04:02:13 +0000Mizuho forecasts a $320 price target for Oracle as the company increases its AI cloud capacity. Market momentum is rising, with Oracle shares rallying 5% following a price target increase from Morgan Stanley. The company is positioning itself for long-term growth in the AI sector, supported by a reported $638 billion cloud infrastructure backlog. Investors are now awaiting the first quarter fiscal year 2027 earnings announcement to gauge the actual impact of these capacity jumps on financial performance.Why it mattersOracle is competing to capture the surge in AI demand by expanding its cloud