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Analysts are divided on Oracle's financial risk from its OpenAI partnership, with one expert highlighting potential losses while another defends its debt-financed strategy which has yielded a 12% return on invested capital.
Oracle's announcement of a delay in its large-scale data center readiness to 2028 triggered a broad sell-off in AI-related stocks and a market-wide reassessment of the sector's near-term returns.
OpenAI's plan to raise $100 billion, with backing from UAE sovereign wealth funds, caused Oracle's stock to rise over 5% as the funding alleviates default risk concerns for the key suppliers.
Oracle's stock price increased by 4.2% after it was announced as a managing investor in a new joint venture that will control TikTok's U.S. operations.
Guggenheim Securities analyst John DiFucci named Oracle (ORCL) his top software stock pick for 2026, citing the superior performance and lower cost of its cloud infrastructure for AI workloads.
Michigan state regulators approved DTE Energy's plan to supply 1.4 GW of power to a multi-billion dollar data center for Oracle and OpenAI.
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Micron Technology (MU) stock increased by 10.21% to $248.55 after Bank of America upgraded its rating to 'Buy' and set a $300 price target.
Oracle announced an expansion of its hospitality payment platform on December 18, 2025, adding support for Canada and new hardware, as its stock saw a 0.88% gain.
U.S. tech stocks like Oracle and Broadcom rebounded in premarket trading after a heavy selloff that saw Broadcom lose $422 billion in market value over five days.
Worldwide data center capital expenditures increased 59% year-over-year in Q3 2025, driven by broad-based AI investment from hyperscale cloud providers like Amazon, Google, Microsoft, and Meta.
A growing backlash against data centers from communities concerned about rising energy costs is creating political and operational hurdles for major technology companies like Google, Amazon, and Meta in their race to build out AI infrastructure.
China's state-backed advancements in AI, including chip development and low-cost electricity, pose a significant competitive threat to the U.S. AI industry, which is hampered by infrastructure and funding challenges.
Dell's stock price fell 4% after the company announced price increases for its commercial PCs due to a shortage of memory components.
Constellation Research's 2025 Enterprise Awards recognized Oracle, Google, Cognizant, and Figma for their leadership in enterprise technology, particularly in AI and cloud computing.
Oracle (ORCL) shares fell nearly 5% after asset manager Blue Owl Capital withdrew from funding a $10 billion data center project, sparking a wider sell-off in AI-related stocks on December 17.
Tesla shares fell 4.62% from a record high, while home builder Lennar dropped 4.54% following a weak earnings report on December 17.
A widening divide in AI infrastructure spending sees cash-rich Alphabet funding growth internally while Oracle takes on $248 billion in lease obligations, sparking credit market concerns.
The Nasdaq Composite fell 1.81% on Wednesday, its largest single-day drop in nearly four weeks, driven by a broad selloff in technology stocks.
Major technology stocks, including Nvidia and Alphabet, experienced a sharp selloff on December 17, losing a collective $431 billion in market capitalization and causing the PHLX Semiconductor Index to fall by 3.8%.