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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

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

7 February 2026
Lloyds shares closed up 0.9% at 106.75 pence Friday after the bank announced fresh buybacks totaling 17 million shares over two days, all to be cancelled. The stock rebounded from a 5.6% drop Thursday as traders adjusted UK rate-cut bets. About 121 million Lloyds shares changed hands. Investors await the bank’s annual report on February 18 and the next Bank of England decision March 19.
Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
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