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HPE's Juniper networking deal with Oracle includes possible equity stake
x/oracle-corporation
— Sep 3, 2026
Analysts trimmed Oracle price targets ahead of fiscal Q1, but view a potential cloud and SaaS growth inflection as a catalyst to calm the bear case. Separately, Oracle expands its AI infrastructure push by deepening its collaboration with Hewlett Packard Enterprise and Juniper Networks to deploy multi-year, high-capacity networking across OCI data centers, with new support services and warrants issued to Oracle in the deal.
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