# Oracle
Latest news and articles about Oracle
Total: 15 articles found
The Atomic AI Trade: Nuclear Energy Stocks Surge as Wall Street Powers the Data Revolution
US markets opened slightly higher on April 16, driven by a significant rally in nuclear energy stocks as investors pivot toward AI infrastructure. Nuclear firms like Oklo and NuScale led gains, while Oracle saw a boost from a new partnership with AWS, signaling a shift in market focus toward the energy and cloud capacity required for the AI boom.
The Bulls Return to Broadway: U.S. Markets Rally as Geopolitical Tensions Ease
U.S. stock indices surged as the Nasdaq secured a rare 10-day winning streak, driven by a cooling of Middle East tensions and a massive rally in the cloud computing and AI sectors. The market's pivot away from geopolitical risk toward corporate consolidation and tech growth signals a renewed era of investor optimism.
Oracle’s Hydrogen Bet: Securing a 2.8 GW Power Lifeline for the AI Era
Oracle has entered an agreement to procure 2.8 GW of Bloom Energy fuel cells to power its AI and cloud infrastructure, circumventing grid limitations to accelerate its data center expansion.
The Stargate Sacrifice: Oracle’s Brutal Pivot to an AI-First Future
Oracle has initiated a massive wave of layoffs, potentially affecting up to 45,000 employees, as it shifts capital toward AI infrastructure and Nvidia chips. The move highlights a brutal trend in tech where profitable firms are liquidating human capital to fund the astronomical costs of the generative AI arms race.
Microsoft Seizes Control of Strategic Texas Data Center in AI Infrastructure Pivot
Microsoft has leased a major Texas data center originally developed for Oracle and OpenAI, signaling a reassertion of its infrastructure dominance at a time when OpenAI has sought to reduce its dependency on the tech giant.
Oracle Doubles Down on Enterprise AI with Expanded NVIDIA Partnership at GTC 2026
At NVIDIA GTC 2026 Oracle announced an expanded partnership with NVIDIA to accelerate AI workloads on Oracle Cloud Infrastructure, emphasising scalable performance, faster vector database operations and cloud‑native services for enterprise deployment. The move strengthens Oracle’s competitive position for production AI while further embedding NVIDIA’s software‑hardware stack across public clouds.
Mixed U.S. Open as Oracle’s Rally Lifts Nasdaq While Gold Miners Slump
U.S. markets opened mixed as a strong rally in Oracle—a result of an upward revision to its fiscal guidance—lifted the Nasdaq while the Dow edged lower and gold miners plunged. The session highlighted narrow market leadership and the potential fragility of gains if broader participation does not follow.
Stargate Stumbles: Oracle and OpenAI Abandon Texas Expansion as Meta Eyes the Site
Oracle and OpenAI have abandoned a planned expansion of a flagship AI data‑centre near Abilene, Texas — part of the broader Stargate programme — after financing stalled and OpenAI’s capacity needs changed. Meta is exploring leasing the stalled expansion, with Nvidia facilitating talks, highlighting chipmakers’ growing influence over where AI compute is built.
Oracle’s Big AI Buildout Forces Tough Choices: Thousands of Jobs at Risk as Cash Flow Tightens
Oracle is planning to cut thousands of jobs to ease cash‑flow pressure from a major AI data‑centre expansion led by Larry Ellison. The move underscores the high upfront costs of scaling AI compute and reflects a wider industry trade‑off between aggressive investment and cost discipline.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
From a $100bn Promise to a $20bn Reality: Why Nvidia and OpenAI Are Choosing Caution Over Romance
Nvidia and OpenAI have publicly reaffirmed their partnership after reports that a previously announced $100 billion‑scale LOI had stalled. Sources now say Nvidia is likely to commit about $20 billion in the current financing round, signalling a shift from aspirational headlines to staged, pragmatic investments amid a tight AI hardware supply environment.
Nasdaq Opens Lower as Crypto Names Slide; Oracle Jumps on Dollar‑Bond Plan, Disney Plummets After Q1
US markets opened slightly lower as the Nasdaq underperformed and crypto‑related stocks tumbled. Oracle rose after unveiling a dollar bond issuance plan, while Disney plunged despite modest revenue growth, highlighting selective investor caution across the market.