Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom

1. Meta raised its full-year capex guidance to $69 billion. 2. Growing AI-related capex indicates increasing demand in the infrastructure market. 3. Oracle's neutral rating suggests valuation concerns in AI investments. 4. Analysts anticipate significant upside in AI-driven tech. 5. Microsoft's fiscal 2026 capex forecast exceeds initial projections.