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NYSE:ORCL 3 July 2025 - 19 September 2025

The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

OpenAI CEO Sam Altman ranks first on Observer’s 2025 A.I. Power Index, followed by Nvidia’s Jensen Huang and Anthropic’s Dario and Daniela Amodei. The list features 100 influential figures, including Elon Musk, Larry Ellison, and Google’s Sundar Pichai. Observer cites both technological impact and policy influence. The ranking appears as global AI investment and regulatory debates intensify.
19 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

You Won’t Believe the $300 Billion AI Deal Shaking Silicon Valley 🚀

OpenAI has agreed to spend $300 billion over five years on Oracle’s cloud infrastructure, one of the largest tech deals on record. Oracle shares jumped up to 43% after the announcement, briefly making Larry Ellison the world’s richest person. Nvidia will supply the AI chips powering OpenAI’s workloads through Oracle’s cloud. The deal’s scale has triggered concerns about a possible AI investment bubble.
19 September 2025
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Tech Shockwaves: Slimmest iPhone, TikTok’s Lifeline & Space Glitches – Major Tech News (Sept 16–17, 2025)

Tech Shockwaves: Slimmest iPhone, TikTok’s Lifeline & Space Glitches – Major Tech News (Sept 16–17, 2025)

Apple launched the iPhone Air, its thinnest phone at 5.6 mm, with a new A19 Pro chip and eSIM-only design. Meta will debut AR glasses with a built-in display, expected to cost $800, but analysts predict low sales. The U.S. and China reached a deal to keep TikTok running in the U.S. Nvidia’s new RTX6000D chip for China faces weak demand due to high price and low performance.
17 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

Oracle signed a five-year, $300 billion cloud contract with OpenAI, set to begin in 2027 and supply up to 5 gigawatts of compute power. The deal pushed Oracle’s cloud backlog to $455 billion and briefly made Larry Ellison the world’s richest person. OpenAI raised $40 billion to help fund the commitment, despite annual revenue of $10 billion and ongoing losses. Oracle’s stock surged, then dropped 7% on concerns about reliance on a single client.
14 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Oracle stock soared 36% after unveiling a $300 billion cloud deal with OpenAI, its biggest gain since 1992, pushing the S&P 500 and Nasdaq to record closes. The surge lifted chipmakers Nvidia, Broadcom, and AMD, while Oracle co-founder Larry Ellison’s net worth jumped to $392.6 billion. Palantir shares rose on a UK defense AI deal. Synopsys plunged 36% after missing revenue targets.
11 September 2025
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Space Launches, Scams & Slim iPhones: Tech’s Biggest Bombshells (Sept 10–11, 2025)

Space Launches, Scams & Slim iPhones: Tech’s Biggest Bombshells (Sept 10–11, 2025)

Apple launched the iPhone 17 lineup, including a 5.6 mm iPhone Air with an A19 chip, but drew criticism for limited AI features. Klarna surged 30% in its NYSE debut, reaching a $19.7 billion valuation. EU courts forced Brussels to revise Big Tech fee rules. The U.S. Treasury sanctioned Southeast Asian cybercrime cartels accused of stealing billions through online scams.
11 September 2025
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Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

Google Gemini’s August 2025 Revolution: AI Mode Goes Global, Cars Talk Back, and More

Google expanded AI Mode in Search to 180 countries in August 2025, powered by Gemini 2.5 with AI Overviews available to teens without sign-in. Volvo’s EX90 demo at Google I/O 2025 showed Gemini handling in-car voice and real-time translation. Gemini CLI was open-sourced in June, offering free access to Gemini 2.5 Pro. Oracle and Google Cloud announced Gemini models would be available on Oracle Cloud Infrastructure starting August 14.
21 August 2025
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AI Breakthroughs, Billion-Dollar Bids & Backlash – Inside the Explosive 48 Hours of Aug 17–18, 2025

AI Breakthroughs, Billion-Dollar Bids & Backlash – Inside the Explosive 48 Hours of Aug 17–18, 2025

OpenAI rolled out GPT-5 on August 17–18, touting major gains in coding, math, and science, though CEO Sam Altman said it still cannot self-learn. In China, Pan Jianwei’s team used AI to arrange over 2,000 neutral-atom qubits in 3D in under a millisecond, a tenfold increase over previous work, published in Physical Review Letters.
18 August 2025
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AI Breakthroughs, Backlash & Bold Moves: Global AI News Roundup (Aug 16–17, 2025)

AI Breakthroughs, Backlash & Bold Moves: Global AI News Roundup (Aug 16–17, 2025)

OpenAI launched GPT-5 to all 700 million ChatGPT users, with Sam Altman calling it the first model to perform like a PhD-level expert and generate full software on demand. China’s Pan Jianwei team arranged over 2,000 neutral-atom qubits in precise arrays in 1/60,000th of a second, shattering previous records. NVIDIA released Granary, a 1 million-hour multilingual audio dataset, and new speech models leading Hugging Face rankings.
17 August 2025
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AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

AI Stock Frenzy: Big Tech Bets, Billion-Dollar Deals & Market Shifts (Aug 15–16, 2025)

Bridgewater more than doubled its Nvidia stake in Q2 2025, while Tiger Global bought millions more Amazon shares and raised bets on Alphabet, Nvidia, Microsoft, and Meta. On August 14, Oracle and Google Cloud announced a partnership to offer Gemini AI models via Oracle Cloud. Insiders said OpenAI is in talks to sell $6 billion in shares at a $500 billion valuation. Tesla shelved its Dojo AI supercomputer and will rely on Nvidia GPUs.
16 August 2025
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AI Breakthroughs, Billion-Dollar Bets & Backlash – Global AI News Roundup (Aug 14–15, 2025)

AI Breakthroughs, Billion-Dollar Bets & Backlash – Global AI News Roundup (Aug 14–15, 2025)

OpenAI released GPT-5 in August 2025, described as “multiples more capable” than previous models. The White House issued an executive order on August 14 requiring federal AI vendors to prove models are free of ideological bias. Google committed $9 billion to expand AI infrastructure in Oklahoma. China opened the World Humanoid Robot Games in Beijing on August 15, with 280 teams from 16 countries.
15 August 2025
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AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

AI Breakthroughs, Bold Plans & Backlash: Inside the 48‑Hour Global AI Frenzy (July 23–24, 2025)

President Donald Trump on July 23 unveiled the U.S. AI Action Plan, aiming for “global dominance” by promoting open-source AI and tightening chip export controls targeting China. OpenAI and Oracle announced Project Stargate, planning $500 billion in U.S. AI supercomputing. The EU’s AI Act takes effect August 2, imposing new rules on major AI models. Amazon shut its Shanghai AI lab amid U.S.–China tensions.
24 July 2025
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AI Revolution Unfolds: Big Tech Bets, Breakthroughs & Bold Policies (July 21–22, 2025)

AI Revolution Unfolds: Big Tech Bets, Breakthroughs & Bold Policies (July 21–22, 2025)

Google will invest over $25 billion in U.S. AI data centers and infrastructure and $3 billion to modernize Pennsylvania hydropower plants. Project Stargate has been reduced to a small Ohio data center after disputes between OpenAI, SoftBank, and Oracle. Apple delayed advanced Apple Intelligence features until 2026. The U.S. plans three AI-focused Executive Orders before the July 23 AI Action Plan.
22 July 2025
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Global HCM Software Market Update (June–July 2025) – Key Trends, News & Forecasts

Global HCM Software Market Update (June–July 2025) – Key Trends, News & Forecasts

The global HR/HCM and payroll software market is projected to reach $57.8 billion by 2029 and $91.7 billion by 2034, growing about 10% annually. North America holds 36% of revenue, while Asia-Pacific leads in growth at 12% CAGR. The top 10 vendors account for just 10% of 2023 revenue. A surge in AI product launches in mid-2025 prompted a 45% annual growth forecast for AI-powered HR agents.
10 July 2025
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The State of AI in 2025: Regulation, Innovation, Risks, and Societal Impact / Updated: 2025, July 6th, 12:00 CET

The State of AI in 2025: Regulation, Innovation, Risks, and Societal Impact / Updated: 2025, July 6th, 12:00 CET

The EU’s AI Act will take effect in mid-2026, imposing strict regulations on AI systems. A US bill dropped a proposed 10-year ban on state-level AI rules, highlighting regulatory disputes. The US invests about $700 billion annually in AI, China $500 billion. By 2025, 80% of judges and lawyers use AI tools, and Wimbledon replaced human line judges with automated systems.
6 July 2025
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AI News Today: Regulation, Innovation, and Societal Impact / Updated: 2025, July 5th, 00:00 CET

AI News Today: Regulation, Innovation, and Societal Impact / Updated: 2025, July 5th, 00:00 CET

The EU's AI Act will start regulating general-purpose AI in August 2024 and high-risk models in August 2026, with fines up to 7% of global revenue. More than 45 European CEOs urged a two-year pause, warning of harm to competitiveness. Nvidia’s market cap surged to nearly $4 trillion on AI chip demand. Wimbledon has replaced all human line judges with AI Hawk-Eye technology.
5 July 2025
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AI in July 2025: Disruption, Opportunity, and Uncertainty Across the Globe / Updated: 2025, July 4th, 00:00 CET

AI in July 2025: Disruption, Opportunity, and Uncertainty Across the Globe / Updated: 2025, July 4th, 00:00 CET

Microsoft cut about 4% of its workforce in July 2025, citing AI as a direct replacement, especially in Xbox. Nvidia became the world’s most valuable company at a $3.92 trillion market cap as AI chip demand soared. Meta recruited top AI talent with signing bonuses exceeding $100 million. OpenAI and Oracle signed a $30 billion cloud deal to support next-generation AI models under the Stargate initiative.
4 July 2025
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Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Oracle signed a $30 billion annual cloud deal to lease 4.5GW of computing power to OpenAI for the Stargate data center, aiming to double cloud sales by 2028. Nothing Phone (3) launched with a transparent chassis and Snapdragon 8s Gen 4, starting at $799. Nintendo Switch 2 reportedly faces overheating issues with demanding games. Interstellar object A11pl3Z will pass near Mars in October 2025, posing no threat to Earth.
3 July 2025
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The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

Chinese AI model DeepSeek, priced at 1/17th the cost of top US rivals, was adopted by HSBC, Standard Chartered, and Saudi Aramco in 2025. Microsoft pledged $80 billion and Meta $68 billion for AI infrastructure. OpenAI agreed to lease 4.5 GW of power from Oracle for the $500 billion Stargate project. Nevada passed a law requiring disclosure of AI-generated political ads, effective January 2026.
3 July 2025
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Stock Market Today

  • Australian Shares Dip as US-Iran Truce Wavers, Oil Prices Bounce
    April 8, 2026, 11:27 PM EDT. Australian shares stumbled Thursday, with the S&P/ASX200 edging down 0.04% to 8,947.9, following Wednesday's best session in a year. Market sentiment cooled amid fading hopes for a US-Iran ceasefire, as the strategically critical Strait of Hormuz reportedly closed again, a claim denied by the White House. Energy stocks rebounded 2.3%, led by Woodside's 3.3% gain, tracking rising oil prices. However, the raw materials sector retreated 0.9%, with major miners BHP, Rio Tinto, and Fortescue shedding gains. Copper miner Sandfire Resources dropped almost 4% after a production downgrade. Packaging firm Orora slumped over 17% due to Middle East conflict disruptions. Banking stocks offered support, with NAB and other lenders advancing, lifting the financial sector by 0.7%. Market caution persists amid ongoing regional tensions.

Latest article

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

8 April 2026
Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
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