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NYSE:ORCL News 21 August 2025 - 19 September 2025

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

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

Is the Oracle-OpenAI-Nvidia Deal Fueling a New AI Bubble? The Oracle–OpenAI–Nvidia partnership is unprecedented in scale – a $300 billion bet to build next-generation AI supercomputers. It has captivated investors, but also sparked debate over whether the AI industry is entering bubble territory. Inside the $300 Billion AI Mega-Deal OpenAI 🤝 Oracle – a 5-Year, $300B Commitment: In September 2025, OpenAI and Oracle revealed a five-year cloud computing agreement worth $300 billion. The news caught markets off-guard and instantly became one of the largest tech deals ever inked. OpenAI – the firm behind ChatGPT – is essentially pre-booking massive computing power from Oracle’s Cloud Infrastructure
Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s Q1 FY2025: Cloud Growth Sets the Stage for an AI Leap Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter (ended August 2024), Oracle reported $13.3 billion in revenue, up 7% year-on-year, fueled by strong cloud uptake stocktitan.net. Cloud services revenue grew 21% to $5.6 billion stocktitan.net, with Oracle’s Infrastructure-as-a-Service (OCI) business up 45% and its Fusion and NetSuite cloud applications each growing ~16–20% stocktitan.net. Perhaps most telling, Oracle’s remaining performance obligations – essentially its contracted backlog – reached $99 billion, up 53% from the prior year stocktitan.net. This was
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

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
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

AI Mode in Search expanded to 180 countries in August 2025, powered by Gemini 2.5 with AI Overviews and sign-in free for teens. Volvo EX90 demo at Google I/O 2025 showed Gemini handling in-car voice tasks, with Gemini Live enabling free-form conversations and real-time translation across 40+ languages. Wear OS 6 introduced the Gemini assistant, and Chrome began a preview of Gemini AI for Pro and Ultra subscribers. Gemini CLI was open-sourced in late June 2025, giving free access to Gemini 2.5 Pro via CLI with a 1-million-token context window and up to 60 requests per minute (1,000 per day).
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Stock Market Today

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
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