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Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps

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Sig1.42Sen+2.65Env0.00Soc0.00Gov0.00

Mizuho expects Oracle to deploy about 1 gigawatt of additional Oracle Cloud Infrastructure capacity in the coming quarter, driven by existing AI demand and the need to fund high-cost AI buildouts. The firm keeps an Outperform rating and a $320 price target ahead of Oracle’s fiscal first-quarter earnings on Sept. 10, forecasting upside versus consensus.

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