Youtubeยท2025-09-11 14:30Oracle - Analysts are raising price targets for Oracle following a significant stock increase of 40% [1][2] - Morgan Stanley raised its target to $275 from $210 with a neutral rating, citing positive organic recurring revenue growth trends and ongoing cloud shift [3] - Barclays increased its target to $347 from $281 with an overweight rating, indicating potential upside [4] - Bernstein's target was raised to $365 from $308 with an outperform rating, highlighting strong growth guidance despite missing top and bottom line expectations [5] - Larry Ellison's net worth increased by $101 billion due to Oracle's stock surge, making it the largest single-day wealth gain on record [6][7] Nvidia - Nvidia was upgraded to buy from neutral with a price target raised to $210 from $195, driven by expected growth in AI compute demand [11] - Analysts are optimistic about Nvidia's growth potential, despite concerns about competition and market volatility [12][14] - The average price target for Nvidia is around $212, implying about 20% upside from recent closing prices, with a street high of approximately $389 [20][21] - 92% of analysts maintain a buy or equivalent rating on Nvidia, reflecting strong market confidence [22][23]