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NASDAQ:ORCL 18 December 2025 - 30 December 2025

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

Oracle shares fell 0.4% to $197.27 in early Monday trading after officer Mark Hura filed to sell up to 15,000 shares valued at about $2.95 million. Investors remain cautious over Oracle’s rising AI-related spending and its impact on margins. The stock is down over 30% in three months. Traders await U.S. home sales data and Fed minutes for further market direction.
29 December 2025
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Microsoft stock drifts lower before the bell as Fed minutes loom in holiday-thin week

Microsoft stock drifts lower before the bell as Fed minutes loom in holiday-thin week

Microsoft shares slipped 0.2% to $486.69 in premarket trading Monday, following a $487.71 close. Nasdaq 100 futures fell 0.40% and S&P 500 futures dropped 0.22% ahead of the final trading week of 2025. Nvidia, Oracle, and Tesla also traded lower early. No major Microsoft-specific news was reported before the bell.
29 December 2025
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Warner Bros Discovery stock stuck between Netflix deal value and Paramount’s $30 bid as Jan. 21 deadline nears

Warner Bros Discovery stock stuck between Netflix deal value and Paramount’s $30 bid as Jan. 21 deadline nears

Warner Bros. Discovery shares closed down 1.4% at $28.80, between Netflix’s $27.75-per-share deal value and Paramount’s $30 cash bid. Paramount extended its amended $30 tender offer to Jan. 21, 2026, and said Larry Ellison would guarantee $40.4 billion of financing. WBD’s board is reviewing the new offer but has not changed its support for the Netflix deal.
29 December 2025
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Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

Oracle shares closed up 0.25% at $197.99 Friday, then slipped to $196.90 after hours. The company forecast third-quarter revenue growth of 16% to 18% and adjusted profit of $1.64 to $1.68 per share, both below analyst estimates. Oracle plans to raise fiscal 2026 capital spending by $15 billion to expand AI cloud capacity. Remaining performance obligations rose 15% to $523 billion but missed some forecasts.
29 December 2025
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Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Global cloud infrastructure spending reached $102.6 billion in Q3 2025, up 25% from a year earlier, with AWS, Azure, and Google Cloud taking 66% of the market. Tech firms issued $428.3 billion in bonds in 2025 to fund AI and cloud expansion, while credit markets show rising caution. AWS posted 20% revenue growth, Azure 40%, and Google Cloud 36% for the quarter.
25 December 2025
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Netflix Stock (NFLX) After Hours: Shares Hold Near $93 on Dec. 23, 2025 as the Warner Bros. Deal Fight Intensifies — What to Know Before the Dec. 24 Market Open

Netflix Stock (NFLX) After Hours: Shares Hold Near $93 on Dec. 23, 2025 as the Warner Bros. Deal Fight Intensifies — What to Know Before the Dec. 24 Market Open

Netflix shares closed at $93.50 Tuesday, up 0.3%, then slipped to $93.35 after hours as investors tracked developments in the Warner Bros. Discovery bidding war. Warner Bros.’ board recommended rejecting Paramount’s revised offer, citing Netflix’s stronger financing. The tender deadline was extended to Jan. 21, 2026. Netflix’s bid includes $23.25 per share in cash and $4.50 in stock, according to Reuters.
23 December 2025
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Warner Bros. Discovery (WBD) Series A Stock Today: Paramount’s $30 Bid Gets Larry Ellison Backstop as Netflix Deal Enters Crunch Time

Warner Bros. Discovery (WBD) Series A Stock Today: Paramount’s $30 Bid Gets Larry Ellison Backstop as Netflix Deal Enters Crunch Time

Warner Bros. Discovery stock traded near $28.98 Tuesday as Paramount Skydance amended its $30-per-share all-cash tender offer, adding a $40.4 billion personal guarantee from Oracle’s Larry Ellison. WBD’s board acknowledged receipt but maintained support for Netflix’s rival cash-and-stock deal. Harris Associates, a top WBD shareholder, called the new Paramount terms “not sufficient.”
23 December 2025
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Warner Bros. Discovery Stock (WBD) Today: Paramount’s $30 Bid vs. Netflix Deal, Fresh Deal Updates, and Analyst Forecasts (Dec. 23, 2025)

Warner Bros. Discovery Stock (WBD) Today: Paramount’s $30 Bid vs. Netflix Deal, Fresh Deal Updates, and Analyst Forecasts (Dec. 23, 2025)

Warner Bros. Discovery shares traded near $28.89 on Dec. 23 as investors weighed a revised $30-per-share hostile bid from Paramount Skydance against a board-backed $27.75-per-share deal with Netflix. Major shareholder Harris Oakmark called Paramount’s amended offer “not sufficient,” despite new guarantees from Larry Ellison and a higher breakup fee.
23 December 2025
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AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

U.S. officials have begun reviewing license applications that could allow Nvidia to ship H200 AI chips to China, Reuters reports. The move follows President Trump’s statement supporting conditional exports with a 25% fee, reversing previous restrictions. Asian tech shares rose and U.S. futures edged higher as investors rotated back into AI stocks ahead of the holiday week.
22 December 2025
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Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud computing stocks ended 2025 under pressure as investors questioned the sustainability of AI infrastructure spending and demanded clearer returns. Data-center dealmaking hit record highs through November, but analysts say markets now reward capital discipline over pure growth. Major cloud providers face scrutiny over debt, financing, and monetization as the sector enters 2026.
21 December 2025
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Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Oracle confirmed talks for an equity deal to fund its $10B Michigan AI data center are ongoing but exclude Blue Owl Capital, following reports of stalled negotiations that hit Oracle shares. Power supply remains a key constraint for data center growth, with new projections and regulations highlighting electricity as the main bottleneck. U.S. export controls and Chinese firms’ remote access to Nvidia GPUs are also under scrutiny.
21 December 2025
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US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

The S&P 500 rose 0.9% to 6,834.50 Friday, led by gains in technology and AI-linked stocks. For the week, the S&P 500 edged up 0.1% and the Nasdaq gained 0.5%, while the Dow and Russell 2000 slipped. Oracle and Micron surged on company news, while Nike dropped after a weak sales outlook. The 10-year Treasury yield climbed to about 4.15% as investors tracked global rate moves.
20 December 2025
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AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

Nvidia and Broadcom shares rose Friday as AI-focused tech and semiconductor stocks led U.S. markets higher by early afternoon. Oracle jumped on TikTok-related news. The Trump administration began a review of Nvidia’s H200 chip sales to China, a shift from prior restrictions. Traders also eyed Fed rate-cut bets and volatility from “triple witching.”
19 December 2025
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AI Stocks Today: Nvidia, Micron, AMD, Microsoft and Oracle in Focus as U.S. Futures Turn Mixed in Friday Premarket (Dec. 19, 2025)

AI Stocks Today: Nvidia, Micron, AMD, Microsoft and Oracle in Focus as U.S. Futures Turn Mixed in Friday Premarket (Dec. 19, 2025)

Nvidia shares rose premarket after reports that the Trump administration is reviewing a plan to allow H200 AI chip shipments to China, reversing earlier restrictions. S&P 500 and Nasdaq futures traded higher Friday, led by renewed interest in AI infrastructure following Micron’s strong outlook. Dow futures lagged. Analysts flagged uncertainty over inflation data quality and policy risks for the sector.
19 December 2025
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US Stock Market Today (Dec. 19, 2025): S&P 500 Futures Steady Into Record “Triple Witching” as Nike Slides, Oracle Pops on TikTok Deal, and Housing Data Looms

US Stock Market Today (Dec. 19, 2025): S&P 500 Futures Steady Into Record “Triple Witching” as Nike Slides, Oracle Pops on TikTok Deal, and Housing Data Looms

U.S. stock index futures were flat early Friday after a tech-driven rebound Thursday, following November CPI data that showed inflation rising 2.7% year-over-year, below forecasts. Trading volume Thursday neared the 20-session average at 16.89 billion shares. The CPI report’s reliability was questioned due to data collection disruptions from a recent federal shutdown. Investors awaited housing and labor data later Friday.
19 December 2025
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Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Micron surged 13.7% and Constellation Energy rose 6.1% by early afternoon as U.S. data center stocks rallied on a softer November CPI and strong Micron outlook. The Nasdaq gained 1.9%. Digital Realty slipped 0.7%, while Dell dropped 2.6%. Government shutdown distortions affected inflation data, with BLS canceling October’s CPI and unemployment releases.
18 December 2025
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Broadcom Stock (AVGO) Today: AI Financing Fears, Post‑Earnings Margin Pressure, and Fresh Wall Street Targets (Dec. 18, 2025)

Broadcom Stock (AVGO) Today: AI Financing Fears, Post‑Earnings Margin Pressure, and Fresh Wall Street Targets (Dec. 18, 2025)

Broadcom shares fell about 4.5% to $326 in early U.S. trading on December 18, 2025, extending a sharp post-earnings decline. The drop comes amid renewed concerns over AI data-center financing and competitive pressures, including uncertainty around Oracle’s Michigan project and fresh headlines on Amazon–OpenAI talks. No single Broadcom-specific news item triggered the selloff.
18 December 2025
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AI Stocks Today (Dec. 18, 2025, 10:07 a.m. ET): Micron’s Blowout Forecast Lifts Nvidia as Oracle Financing Jitters Test the AI Trade

AI Stocks Today (Dec. 18, 2025, 10:07 a.m. ET): Micron’s Blowout Forecast Lifts Nvidia as Oracle Financing Jitters Test the AI Trade

Micron shares jumped Thursday after the company issued a stronger-than-expected profit forecast, citing tight supply and high demand for high-bandwidth memory used in AI data centers. U.S. inflation cooled in November, with CPI up 2.7% year over year, fueling hopes for rate cuts and boosting tech stocks at the open. Ongoing concerns remain about financing large-scale data center projects, affecting sentiment across AI infrastructure names.
18 December 2025
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AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

U.S. stocks fell Wednesday, with AI-linked shares among the steepest decliners. Nvidia dropped 3.8%, Broadcom 4.5%, and Oracle 5.4%. Investors are weighing high capex and uncertain payback in AI infrastructure. Micron bucked the trend, rising after forecasting strong demand for high-bandwidth memory and raising 2026 capex to $20 billion.
18 December 2025
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