BNPP maintains positive ratings on MSFT and ORCL as SpaceX S-1 data points to surging AI data center revenue potential.

Oracle stock has picked up momentum after a sharp decline as Wall Street sees "light at the end of the tunnel" for its AI spending.

BNPP maintains positive ratings on MSFT and ORCL as SpaceX S-1 data points to surging AI data center revenue potential.