Now we're getting new details about where most of that demand is coming from. Open AI. Mackenzie Sagalas has got more on the $300 billion deal in today's tech check.Matt, hey Mel. So Sam Alman is now bankrolling a new class of trillion dollar giants. Venture investors out here in Silicon Valley characterize Broadcom and Oracle as sort of the sleeper cells of this boom.Legacy names suddenly reborn as AI power players. Broadcom now sports a $ 1.7% trillion valuation. And even with the sell-off today, Oracle's ...

Even if you only pay a little attention to the business world, it’s been hard to miss Oracle’s phenomenal week. The company’s shares jumped nearly 40% on Wednesday, and CEO Larry Ellison briefly overtook Elon Musk as the world’s richest person (he’s now essentially tied). Oracle also signed a staggering $300 billion deal with OpenAI for computing power over the next five years. Most Read from Fast Company Even in the fast-moving world of AI, that’s a lot in a short time. Investors cheered, but some Wall ...

The U.S. stock market surged to fresh record highs in afternoon trading on Thursday, September 11, 2025, buoyed by a combination of favorable inflation data and strong expectations for a Federal Reserve interest rate cut next week. Investors largely shrugged off a mixed jobs report, focusing instead on the broader narrative of easing inflationary pressures and supportive monetary policy. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all extended their gains, continuing a robust rally that ...

Oracle Corporation (NYSE: ORCL ) reported results for its first fiscal quarter on Tuesday that resulted in a massive breakout for the stock: Oracle's shares soared 36%. That helped light a fire under AI stocks and causedAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, NVDA, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...

Oracle Corporation (NYSE: ORCL ) reported results for its first fiscal quarter on Tuesday that resulted in a massive breakout for the stock: Oracle's shares soared 36%. That helped light a fire under AI stocks and causedAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, NVDA, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...

证券时报记者 严翠 近日，甲骨文（Oracle）一份高达3000亿美元（约合人民币2.14万亿元）的算力采购合同，引爆全球投资者对算 力、AI相关板块的热情，算力行业未来增长确定性及预期也进一步推高。 巨额订单震动资本市场 当地时间9月10日，据《华尔街日报》报道，OpenAI与甲骨文近期签署了一份总额高达3000亿美元的算力采购合同 （合同期5年，2027年开始生效）。 这是史上最大规模的云计算合同之一，要完成相关算力建设，需要至少4.5吉瓦（GW）的电力供应，约等于7座大 亚湾核电站的装机容量，可满足670万个中国家庭的用电需求。 当日，甲骨文股价暴涨，最高涨幅超过40%，收盘时涨幅回落至35.95%，公司市值也一夜暴增2500亿美元至9222.2 亿美元（约合人民币65680.5亿元）。截至记者发稿，尽管甲骨文9月11日盘中一度跌超5%，但9月份以来的整体股 价涨幅仍将近40%。 受该消息影响，９月11日，A股算力、云计算、光模块、AI相关板块也闻风而动，相关个股大涨。据东方财富 Choice金融终端，截至收盘，A股光通信模块、AI芯片、PCB、通信设备、算力概念板块分别上涨9.86%、9.3%、 8. ...

Household net worth climbed by more than $7tn in the April-to-June period thanks mostly to a $5.5tn increase in the value of stock market holdings, the Fed said.US household wealth rose to a record $176.3tn (£129.9tn) in the second quarter on the back of a resurgent stock market and climbing property prices, data from the Federal Reserve showed on Thursday.James Knightley, at ING, said: “Inflation was a touch higher than expected and tariffs are likely to keep it elevated over coming months, but the weakeni ...

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Oracle Corporation (NASDAQ: ORCL ) is a massive tech giant that has been dominating the enterprise software industry for decades and has now become a reference in cloud computing services as well asAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has ...

Oracle Corporation (NASDAQ: ORCL ) is a massive tech giant that has been dominating the enterprise software industry for decades and has now become a reference in cloud computing services as well asAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has ...