Oracle’s AI Cloud Blitz: $300B OpenAI Deal, Meta Pact, and Supercomputer Unveiled

Oracle has seized center stage in the artificial intelligence race by securing eye-popping cloud contracts to host and train the world’s most advanced AI models. In a move that stunned the tech industry, OpenAI – creator of ChatGPT – agreed to spend a reported $300 billion on Oracle Cloud over five yearsreuters.com. If fully realized, it ranks as one of the largest cloud deals ever and instantly turbocharges Oracle’s cloud business. This year Oracle also inked a major partnership with Meta Platforms, which committed roughly $65 billion for Oracle’s cloud services as Meta expands its AI infrastructureainvest.com. Both deals were highlighted during Oracle’s AI World conference in Las Vegas and signal that global AI leaders trust Oracle to deliver critical computing power.

Artificial Intelligence · Cloud Computing · NASDAQ:META · NYSE:ORCL
Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Bet Sends Stock Soaring – Trillion-Dollar Dreams Awaken

Oracle headquarters building. Oracle’s stock has been a standout performer in 2025 amid a frenzy for AI-related cloud services. Oracle’s stock price is hovering near $304 per share as of October 17, 2025, after a year of extraordinary gains driven by optimism around the company’s foray into artificial intelligence cloud servicests2.tech. It closed at $303.98 on October 16ts2.tech, essentially flat on the day, capping off a volatile few weeks. Just last month, Oracle shares touched a record intraday high of about $345.69 following announcements of unprecedented AI cloud dealsts2.tech. That one-day jump of over 36% on Sept. 10 added an estimated $234 billion to Oracle’s market capitalizationts2.tech, underscoring the euphoric reaction to Oracle’s new role as a major AI cloud provider. Since then, the stock has seen some turbulence – pulling back roughly 15–20% from its peak by early Octoberts2.tech as investors digested Oracle’s rapid rise and took profits. In the first week of October, a report suggesting Oracle’s generative AI cloud business might have slim profit margins triggered a sharp 6% sell-off in one dayts2.tech. Still, those dips have done little to dent Oracle’s overall uptrend: the stock remains up about 70% year-to-date, vastly outperforming the broader tech sector
17 October 2025
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AMD Stock Soars on OpenAI & Oracle AI Deals — Could $300 Be Next?

AMD Stock Soars on OpenAI & Oracle AI Deals — Could $300 Be Next?

Key Facts: As of Oct. 15, 2025, AMD stock is trading near $237 Stockanalysis, continuing a blistering rally this year. The chipmaker’s shares have climbed roughly 80% year-to-date ts2.tech, far outpacing peers. The surge follows two blockbuster AI deals: on Oct. 6 AMD announced a 6-gigawatt GPU partnership with OpenAI Reuters, and on Oct. 14 it unveiled a deal with Oracle to deploy 50,000 next-gen AMD GPUs in Oracle’s cloud superclusters Reuters. Analysts have responded by lifting price targets: for example, Jefferies now targets $300 ts2.tech and HSBC boosted its target to $310 Gurufocus. About 60–65% of analysts rate AMD a Buy ts2.tech. By contrast, NVIDIA still dominates AI GPUs ts2.tech, and Intel is restarting its AI chip push Reuters. Broad tech indexes are near record highs on AI enthusiasm Financialcontent, but rich valuations mean any slip-up could halt AMD’s ascent.
15 October 2025
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Stocks Soar to Record Highs, Gold Tops $4,000 – What’s Driving 2025’s Historic Rally?

Record Highs and a Crossroads: Is the 2025 Stock Market Rally Nearing a Tipping Point?

The 2025 stock market rally has been nothing short of historic – a potent mix of AI-driven exuberance, hopes of monetary easing, and TINA mentality pushing equities and even gold to record highs. As of early October, investor sentiment remains predominantly bullish, and the path of least resistance has been upward. As one market observer noted, despite a “slew of potential headwinds… the market’s mood remains remarkably bullish” – with many assuming that political dramas and global conflicts will resolve without lasting harmts2.tech. So far, that optimism has paid off handsomely: “Investors who have held their nerve are cleaning up” even as the “drums of worry are banging louder each day,” as an investment director at AJ Bell put itts2.tech.
10 October 2025
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Stocks Soar to Record Highs, Gold Tops $4,000 – What’s Driving 2025’s Historic Rally?

Stocks Soar to Record Highs, Gold Tops $4,000 – What’s Driving 2025’s Historic Rally?

Wall Street’s 2025 rally has reached new heights. This week, U.S. stock indices pushed into uncharted territory, overcoming a brief stumble. After seven straight up sessions, the S&P 500 and Nasdaq Composite each pulled back slightly on Oct. 7 – a quick breather following their relentless climb ts2.tech ts2.tech. But by Wednesday Oct. 8, the bulls were back in force: the S&P 500 leapt +0.6% and set a fresh all-time closing high, and the Nasdaq jumped +1.1% to its own record around 23,043 apnews.com apnews.com. The Dow Jones Industrial Average, while not at a record, remains near its peak and was essentially flat that day apnews.com.
9 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

Oracle’s share price has been on a tear in 2025, handily beating the broader market and most tech peers. Riding a wave of AI optimism, ORCL is up roughly 70% year-to-datets2.tech. This surge far outpaces the ~16–25% gains of the average tech sector – and even leaves cloud heavyweights like Microsoft, Alphabet, and Amazon in the dustfinviz.com. The rally culminated in a stunning spike on September 10, 2025, when Oracle’s stock exploded by over 36% in a single sessionreuters.com. Shares hit an intraday high around $345.69 – an all-time record – after the company revealed eye-popping new AI cloud deals and raised its outlook.
7 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in new long-term cloud commitments, far beyond expectations. In response, ORCL stock jumped nearly 40% in the next trading session, marking its biggest one-day gain since 1992ts2.tech. The stock briefly traded above $330, giving Oracle a market capitalization north of $900 billion and vaulting co-founder Larry Ellison past Elon Musk as the world’s richest personts2.techts2.tech.
6 October 2025
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Bitcoin Blasts Past $125K, AI Wars Escalate, and Space Tech Soars – Global Tech Roundup (Oct 5–6, 2025)

Bitcoin Blasts Past $125K, AI Wars Escalate, and Space Tech Soars – Global Tech Roundup (Oct 5–6, 2025)

OpenAI vs. Musk’s xAI – legal battle heats up: The Silicon Valley rivalry between Elon Musk and OpenAI turned into open warfare in court. Musk’s AI startup xAI sued OpenAI, accusing it of poaching staff to steal trade secrets related to xAI’s Grok chatbot. This week OpenAI hit back, asking a judge to dismiss the suit and blasting it as part of Musk’s “ongoing harassment” of the company reuters.com. OpenAI’s filing argued that “talented xAI employees are leaving in droves” under Musk and have every right to join OpenAI reuters.com. Musk, a co-founder turned critic of OpenAI, claims xAI’s tech is more advanced than ChatGPT and that OpenAI conspired with Apple to suppress rivals – allegations both Apple and OpenAI deny reuters.com. “The truth is that xAI is hemorrhaging talent to other competitors, including OpenAI,” the filing stated bluntly reuters.com. The feud has become a high-profile drama amid the red-hot AI talent race, with dueling lawsuits reflecting the skyrocketing stakes in generative AI. As one industry commentator put it, this is “CEO-speak for ‘We’re pawns in a digital Cold War’” reuters.com – the AI war is as much personal as technological.
6 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com.
2 October 2025
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Wall Street’s AI Frenzy: Nvidia Skyrockets, Oracle Tanking – Top Analyst Moves Explained

In the past week analysts have swung between bullish upgrades and bearish downgrades in tech, all tied to the generative AI boom. Barclays boosted Nvidia on the view that AI datacenter demand will create a “very large TAM” – O’Malley estimates $2 trillion of planned AI spending on ~40GW of power in the pipeline investing.com – while Morgan Stanley sees Microsoft’s Azure+AI momentum powering sustained growth investing.com reuters.com. Databricks, for example, just teamed up with OpenAI to embed GPT‑5 into its enterprise data platform, a deal expected to generate $100 million in revenue reuters.com reuters.com. Databricks CEO Ali Ghodsi notes there is “overwhelming demand” from businesses for bespoke AI agents on their data reuters.com, reflecting the same trend.
28 September 2025
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Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Tech’s Big Week: TikTok’s $14B Sale Twist, Nvidia’s $100B AI Bet & 6G on the Horizon

Artificial intelligence dominated tech headlines this week, as industry leaders forged unprecedented deals to secure their edge. Nvidia’s blockbuster commitment to invest up to $100 billion in OpenAI made waves across Silicon Valley reuters.com. Under the proposed arrangement, Nvidia will pour cash into OpenAI in exchange for OpenAI purchasing Nvidia’s cutting-edge GPUs for its AI data centers reuters.com reuters.com. Essentially, OpenAI gets the state-of-the-art chips it desperately needs to train advanced AI models, and Nvidia gains a stake in AI’s hottest startup. “Everything starts with compute,” OpenAI CEO Sam Altman remarked, emphasizing that massive computing power is the foundation of modern AI breakthroughs reuters.com. The partnership would deploy an astounding 10 gigawatts of Nvidia GPU systems for OpenAI in coming years – roughly the electricity used by 8 million U.S. homes reuters.com. Analysts lauded the deal’s strategic logic for both sides, but also noted concerns that Nvidia is essentially funding a customer to buy its own products, a “circular” setup that could draw regulatory scrutiny reuters.com if it stifles competition. Nonetheless, Nvidia’s shares hit record highs on the announcement, valuing the company at over $1 trillion, as investors bet this tie-up will further cement Nvidia’s dominance in the AI chip
26 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle’s stock has been on a tear in 2025, massively outperforming the broader market. Shares started the year around $167 morningstar.com and climbed relentlessly on optimism around the company’s cloud and AI initiatives. By early September, ORCL nearly doubled in price – a year-to-date gain of over 85% reuters.com – making it one of the top performers in the S&P 500 and even outgaining high-flying peers like Apple, Microsoft, and Nvidia. On September 10, the stock hit an all-time closing high of $328.33 macrotrends.net after Oracle’s blockbuster earnings forecast, briefly valuing the company around $933 billion reuters.com.
25 September 2025
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Visa Crackdown, TikTok Deal & Cyber Chaos: Tech Shockwaves on Sept 21-22, 2025

Visa Crackdown, TikTok Deal & Cyber Chaos: Tech Shockwaves on Sept 21-22, 2025

Apple’s iPhone 17 Frenzy: Apple’s latest flagship phones continued to generate huge consumer buzz globally. In Russia – where Apple halted direct sales in 2022 – major resellers held launch events for the iPhone 17 on Sept 20, and early indicators show remarkable demand despite economic woes. Retailer Restore reported 66% more pre-orders than last year’s model reuters.com. Shoppers are enticed by the iPhone 17’s revamped camera system and new “Air” variant, even at steep prices reuters.com. “There is a huge fan base that will never exchange iPhone for anything else,” a Russian Apple retailer noted, suggesting Apple’s brand loyalty remains intact reuters.com. One tech blogger in Moscow said “there are a lot of new features that attract me. First of all, the cameras,” indicating the upgrades may prompt even Android users to switch reuters.com. This enthusiastic response comes even as Russia’s economy faces 20-year-high interest rates and consumers shoulder hefty “parallel import” markups for Apple devices reuters.com reuters.com. The iPhone 17’s global rollout earlier in the week has generally been seen as a success, showing resilient consumer appetite for premium tech gadgets.
22 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com.
20 September 2025
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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

Observer’s 2025 A.I. Power Index is a curated ranking of the 100 most influential individuals steering the future of artificial intelligence. According to the Observer, the list spans “CEOs, researchers, policymakers to investors shaping the future of artificial intelligence” Observer. Unlike lists that focus solely on company metrics or academic citations, the Power Index takes a broad view of “power” in AI, blending technical impact with business and policy influence. Selections were made by the Observer’s editorial team to capture those “shaping the future of AI” in 2025 Observer.
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’s Thinnest iPhone Yet: Apple’s fall product event introduced the iPhone Air, a dramatically slimmed-down iPhone that Apple billed as its biggest design shake-up in eight years reuters.com reuters.com. At just 5.6 mm thick, the iPhone Air is thinner than even its rival Samsung’s 5.8 mm Galaxy S25 Edge reuters.com. Inside the razor-thin chassis, Apple managed to fit its latest A19 Pro processor and claimed “all-day” battery life reuters.com reuters.com. The device carries a single rear camera and uses an eSIM-only approach – something analysts warned could hurt adoption in markets like China that restrict eSIMs reuters.com reuters.com. Apple priced the Air to be “competitively positioned”, aiming to spark faster upgrade cycles amid stagnant smartphone sales. Analyst Reactions: Pre-event expectations were muted, but the Air earned cautious praise. “We were more impressed with the look and capabilities of the Air than we expected… this could help improve iPhone upgrade rates over the next 12 months,” wrote Morgan Stanley’s team in a note, though they added the eSIM-only feature may limit its appeal in China reuters.com. Still, Apple’s stock dipped after the unveiling, as investors noted the event offered few signs of new AI features or other breakthrough innovations to catch
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

In September 2025, news broke that OpenAI had agreed to spend an eye-popping $300 billion on cloud computing from Oracle over about five years techcrunch.com. According to The Wall Street Journal’s scoop, OpenAI would start drawing on this capacity in 2027 techcrunch.com. The deal, if confirmed, is historic – on the order of a Pentagon defense contract, but for AI compute – and by far one of the largest cloud commitments ever signed techcrunch.com cio.com. It sent shockwaves through the tech sector and sent Oracle’s stock price skyrocketing over 30% in a day theregister.com.
14 September 2025
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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 transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter, 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 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 a then-record backlog for Oracle, signaling robust demand in the pipeline.
14 September 2025
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.