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NYSE:ORCL News 22 July 2025 - 17 September 2025

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)

Key Facts Consumer Electronics: Slim Phones and Smart Glasses 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 (a trade-off to achieve the ultra-thin design) and uses an eSIM-only approach – something analysts warned
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

Inside the $300 Billion Oracle–OpenAI Cloud Deal In September 2025, news broke that OpenAI (the company behind ChatGPT) 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
14 September 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI-Fueled Quarter Stuns Wall Street Oracle’s latest earnings quarter shocked Wall Street and sent its stock soaring on an AI-fueled wave of optimism. Shares of Oracle jumped as much as 35–40% intraday and closed up about 36% on Wednesday, marking the company’s largest one-day gain in over three decades startupnews.fyi. This remarkable rally added roughly $250 billion to Oracle’s market capitalization and briefly vaulted Larry Ellison – who owns about 40% of Oracle – to the top of global wealth rankings startupnews.fyi. Ellison’s net worth climbed by nearly $100 billion in a day to around $393 billion, putting him neck-and-neck with (or even briefly ahead of) Tesla’s Elon
11 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

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
11 September 2025
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AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

AI’s 48-Hour Frenzy: Billion-Dollar Deals, Breakthroughs and Global Showdowns (Sept 10–11, 2025)

Corporate & Tech Industry Updates OpenAI’s Historic Cloud Deal with Oracle: OpenAI and Oracle have reportedly inked a $300 billion cloud computing deal, securing massive computing power for OpenAI over the next five years techcrunch.com. If confirmed, it ranks among the largest cloud contracts ever. Oracle declined comment and OpenAI hasn’t confirmed it, but the sheer scale sent shockwaves through the industry. Oracle’s stock skyrocketed 36% in one day – its biggest jump since 1992 – lifting its valuation close to $1 trillion reuters.com. This “Oracle mania” ignited an AI-fueled rally in Asian tech markets from Tokyo to Taipei reuters.com reuters.com, reflecting
11 September 2025
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AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Key Facts Oracle (ORCL): Cloud Orders Propel Stock Higher Oracle on Sept 9 stunned investors by revealing its Oracle Cloud Infrastructure (OCI) business had booked an RPO (remaining performance obligation) of $455 billion – and expects it to exceed $500 billion soon – as enterprises rush to deploy AI applications. CEO Safra Catz told analysts OCI revenue growth would reach 77% this fiscal year (to $18 billion) and “on to $144 billion over the subsequent four years” reuters.com. Morgan Stanley observers noted Oracle’s claim to seamlessly connect its databases with AI models like ChatGPT, Gemini and Grok was resonating. After the report, Oracle’s stock
10 September 2025
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Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Undersea Cable Chaos, iPhone 17 “Air” Reveal & $500B Cloud Bombshell – The Biggest Tech News (Sept 9–10, 2025)

Consumer Electronics: Apple Unveils Ultra-Thin iPhone 17 Air and More Apple’s latest devices on display at the September 9 launch event in Cupertino. Apple introduced its 2025 lineup of devices at a splashy Cupertino event. Leading the announcements was the iPhone 17 Air, Apple’s thinnest phone ever at just 5.6 mm reuters.com. This new “Air” model (starting at $999) slots between the base iPhone 17 and the Pro flagships as a premium mid-tier option reuters.com. Despite its slim build, it packs the same high-end A19 Pro processor as the Pro, and Apple execs touted it as offering “MacBook Pro levels of compute in an
10 September 2025
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August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

August 2025 Tech News Roundup: GPT-5 Rocks AI, Pixel 10 Debuts, SpaceX Sets Launch Record & More

OpenAI released GPT-5 on August 7, 2025, with a 256,000-token context window and added GPT-5-mini and GPT-5-nano variants. OpenAI published open-weight models GPT-OSS 120B and GPT-OSS 20B under the Apache 2.0 license on August 5, 2025, to run and fine-tune locally and counter China’s open-source progress. Anthropic expanded its Claude model to a 1,000,000-token context window, enabling analysis of entire codebases (over 75,000 lines of code per prompt). SpaceX achieved its 100th launch of 2025 on August 18, sending 24 Starlink satellites to orbit with a Falcon 9 booster on its ninth flight; the company plans up to 95 annual
20 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 released GPT-5 during Aug 17–18, 2025 rollout, billed as a major upgrade with strong coding, math, and science capabilities, while Sam Altman acknowledged it still lacks self-learning. In China, Pan Jianwei’s team used AI to position over 2,000 neutral-atom qubits in 3D in 1/60,000 of a second, a 10× larger array than prior work, in a result published in Physical Review Letters. MIT researchers designed novel antibiotic compounds with generative AI, generating 36 million candidate molecules and identifying compounds potent against MRSA and drug-resistant gonorrhea. Allen Institute for AI unveiled MolmoAct, an open-source robotics model that reasons in 3D,
18 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 the previous generation by Kunal Kothari of Aviva Investors. Anthropic unveiled Claude for Financial Services in mid-July 2025, setting context for the GPT-5 release. Apple plans a desk assistant robot by 2027 and an LLM-powered Siri on iPhones possibly in 2026, including a visual interface code-named Charismatic. Oracle and Google announced on August 14, 2025 that Oracle Cloud Infrastructure will provide access to Google’s Gemini models for its customers in OCI. eBay introduced AI-powered seller tools in August 2025, including an AI messaging assistant and an AI-driven inventory
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)

On July 23, 2025, President Donald Trump unveiled the U.S. AI Action Plan to pursue “global dominance” by promoting open-source AI models worldwide and slashing regulatory barriers to innovation. The plan includes tracking advanced AI chips to prevent exports to “countries of concern” such as China and links export controls to national security. OpenAI and Oracle announced Project Stargate, adding 4.5 gigawatts of new data-center capacity—enough to run over 2 million AI chips—as part of a plan valued at up to $500 billion to build 10 GW of AI supercomputing across the United States, with OpenAI reporting over 5 GW
24 July 2025
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San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

San Francisco’s Drone Law Exposed: The Ultimate 2025 Guide to No-Fly Zones and Regulations

Drones weighing over 0.55 pounds (250 grams) must be registered with the FAA for $5 every three years, via the FAA Drone Zone, and drones under 250 grams used recreationally are exempt from registration but commercial use still requires it. FAA rules cap small drones at 400 feet AGL, require visual line of sight at all times, and require FAA LAANC authorization to operate in controlled airspace near airports. There is a standing Stadium TFR that bans drones within a 3-mile radius of stadiums hosting MLB or NFL games from one hour before to one hour after the event, affecting
22 July 2025
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