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OPENAI CONTRACT BACKLOG
Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...- Anthropic commits to spending $200 billion on Google's cloud and chips: ReportAI startup Anthropic will spend a massive $200 billion with Google Cloud over five years. This deal significantly boosts Google's revenue b...
- From users to builders: How AI and low-code are rewriting who builds softwareCitizen development and AI-driven “vibe coding” are reshaping how software is built inside organisations, shifting creation power from IT t...
- Microsoft taps Anthropic for Copilot Cowork in push for AI agentsMicrosoft is enhancing its Copilot service with Anthropic's AI technology. This move aims to meet the growing demand for autonomous agents....
- Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growthAlphabet executives struck a more confident tone on the company's post-earnings call on Wednesday, the first since it released the Gemini ...
- Google pulls ahead of OpenAI with stellar AI growth, shares fall 3%Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI, a turn of ...
- Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hoursOn a conference call with analysts, Microsoft executives tried to persuade Wall Street to assess its success in AI by looking not only at i...
- Alphabet hits $4 trillion valuation as AI refocus lifts sentimentAlphabet hit a $4 trillion market valuation on Monday, as the Google parent's sharpened artificial intelligence focus allayed doubts about ...
- CoreWeave stock falls 61% from all-time high—does it signal AI bubble fears? Here’s what to knowCoreWeave shares have plunged 61% from a $187 peak to around $69, wiping out $33 billion in value in six weeks. Investors are spooked by da...
- Oracle stock plunges over 7% as OpenAI data-center timeline slips to 2028 — Why Oracle’s debt-funded AI expansion is raising red flags again and againOracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracle’s $300B AI build-out faces new pressure after...
- Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worriesAnalysts have said a big portion of Oracle's capital expenditure is tied to OpenAI-related datacenters. That has sparked investor worries a...
- Oracle stock plunges 30% as heavy debt and AI uncertainty rattle markets — is ORCL’s deep slide a genuine buy-the-dip opportunity or another warning sign?Oracle stock has fallen nearly 30% in a month as debt worries and AI-related uncertainty hit sentiment. The company has added tens of billi...
- Amazon's $38 billion OpenAI deal shows it is no longer an AI laggardAfter years of leading the cloud computing industry with its highly profitable Amazon Web Services business, Amazon has watched Microsoft a...
- Oracle stock today: why Oracle is surging — is it the next $1 trillion giant? Larry Ellison’s fortune plunges $24B, analysts eye ORCL $280Oracle stock is climbing again. Investors are watching closely. On October 24, 2025, ORCL shares rose to $285.72, up 2% for the day. The st...
- Moody’s urgent outlook on Oracle’s future growth path - here's what it meansOracle growth outlook 2025: Oracle's AI ambitions are soaring, highlighted by a massive $300 billion deal with OpenAI, driving its stock up...
- Oracle nears $1 trillion market cap milestone. So, who all own the cloud giant?Oracle’s $244 billion rally pushed its market cap to $922 billion, briefly making Larry Ellison the world’s richest man. With Ellison holdi...
- ET Explainer: How Oracle became the new Nvidia amid AI cloud surgeOracle's stock experienced a significant 36% surge following the announcement of multi-billion-dollar AI cloud deals, including a substanti...
- Explained: What's behind the Oracle rallyOracle reported a massive increase in contract bookings for its cloud infrastructure, due to rising artificial intelligence (AI) workloads....
- Oracle's $244 billion single-day rally as big as entire IT trinity of TCS, Infosys, HCL TechOracle's shares surged by 36%, adding $244 billion to its market cap after projecting substantial cloud infrastructure revenue growth, pote...
- Oracle shares surge 43%, co-founder Ellison tops Musk as world's richestOracle shares saw a significant surge. This happened after a strong forecast for its cloud sector. Larry Ellison's wealth increased substan...
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