ORCL is trading -3.55% lower at $166.66 after a Morgan Stanley note flagged the GPU-as-a-Service buildout as an EPS pressure point, potentially pushing earnings below targets and raising funding needs.
- Morgan Stanley cut its price target to $213 from $320 on January 23, maintaining an Equal Weight rating.
- This follows a modest -1.2% close yesterday at $172.80, lagging broader markets.
- An investigation into 2025 AI bonds adds additional overhang to the stock.