Bank of America Securities lifted its 12-month price target on Oracle Corp. to $295 from $220 while keeping a Neutral rating, pointing to accelerating demand for artificial-intelligence infrastructure. The brokerage highlighted swelling capital-expenditure budgets at hyperscale customers, noting Microsoft’s first-quarter spend now tops $30 billion and Meta Platforms’ reaches $69 billion, both above earlier estimates. BofA said the spending surge is expanding Oracle’s cloud backlog and should bolster sentiment toward the software group. Separately, DA Davidson raised its price target on Datadog Inc. to $160 from $125 and reiterated a Buy recommendation. The firm cited a jump in developer usage and a rotation toward AI-driven software tools, describing the observability market as a "two-horse race" in which Datadog remains well positioned.