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Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly. ANTHROPIC

Oracle (ORCL) Health announced that the U.S. Department of Veterans Affairs and Department of War began participating in Oracle Health Information Network, a designated Qualified Health Information Network under the

Option traders moderately bearish in Oracle (ORCL), with shares down $3.46 near $123.64. Options volume relatively light with 106k contracts traded and calls leading puts for a put/call ratio of

Anthropic is targeting a valuation of up to $1.4 trillion as it aims to raise $90.4 billion in the largest initial public offering in history next week on November 18,

Oracle ($ORCL) faces a cash crunch, but its artificial intelligence (AI) bet still looks promising. Best known for its database software, the company has become one of the biggest builders

On its Q3 earnings conference call, Cerebras (CBRS) announced a cloud deal with Microsoft (MSFT), which it said that along with the AWS (AMZN) and Oracle (ORCL) announcements previously made,

Advanced Micro Devices’ ($AMD) stock looks poised to revisit its all-time highs. The market has already bought into its growth story. Now, the next opportunity may lie in how much

In its earnings report, Cerebras Systems (CBRS) said Oracle (ORCL) is integrating Cerebras’ inference into Oracle Cloud Infrastructure. “With the fastest AI inference, AI labs, enterprises and developers that rely

Needham analyst N. Quinn Bolton lowered the firm’s price target on Cerebras Systems (CBRS) to $200 from $300 and keeps a Buy rating on the shares. The company reported better-than-expected

Shares of Bloom Energy ($BE), the U.S.-based solid-oxide fuel cell (SOFC) systems developer, have fallen by roughly 15% over the past three months. However, HSBC analyst Samantha Hoh has added