Core Insights - The current AI investment landscape is characterized by a mix of genuine financial activity and speculative hype, drawing parallels to the Dotcom Bubble [1][14] - Major tech companies are engaging in high-value deals, with OpenAI's valuation reaching $500 billion despite significant cash burn [3][4] - The infrastructure required for AI, including data centers and power supply, is substantial and costly, reminiscent of the telecom investments during the Dotcom era [11][12] Investment Dynamics - OpenAI has announced deals totaling $1 trillion with key players like Nvidia, Oracle, and AMD, leading to significant stock price increases for these companies [4][5] - The financing of AI infrastructure is heavily reliant on leverage, with private credit providing loans backed by AI GPUs, raising concerns about the future value of these assets [8][9] - Big Tech is utilizing its cash reserves to invest in data centers, which are essential for AI operations, while also issuing bonds to fund these projects [7][9] Market Sentiment - There is a wide range of opinions on the sustainability of the current AI investment climate, with some arguing it is fundamentally different from past bubbles, while others caution against the risks of overvaluation [2][10] - The potential for a market correction exists, as the current stock prices are seen as precarious, and any significant downturn could lead to a collapse of the speculative deals [14][15] - Historical context shows that while the Dotcom Bubble led to significant losses, the underlying technology (the Internet) ultimately thrived, suggesting a possibility for AI to follow a similar trajectory [12][13]

Vancouver, British Columbia--(Newsfile Corp. - October 10, 2025) -  Oracle Commodity Holding Corp.  (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") is pleased to announce the appointment of Stephanie Lee as its Vice President Legal, effective October 10, 2025.Ms. Lee is a Canadian-qualified lawyer with eight years of experience in corporate finance, securities, and corporate governance, with a primary focus on clients in the mining and natural resources sector. She joins Oracle from private practic ...

But Oracle stock bounced back on Thursday following positive analyst commentary. A 3.1% gain on the day sent Oracle decisively back above the stock's 21-day moving average. Meanwhile, Oracle stock traded sideways on the stock market today, last up a fraction at 297.69. Oracle (ORCL) is the IBD Stock of the Day for Friday. Shares of the enterprise tech giant shook off a slide from early in the week and swung up beyond a trendline entry Friday morning. The 48-year-old database software and cloud-computing co ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.Looking at options history for Oracle (NYSE:ORCL) we detected 119 trades.If we consider the specifics of each trade, it is accurate to state that 42% of the investors opened trades with bullish expectations and 40% with bearish.From the overall spotted trades, 17 are puts, for a total amount of $1,041,196 and 102, calls, for a total amount of $8,178,418.What's The Price Target?Based on the trading activity, it appears that ...

Key Takeaways Oracle plans $35B in CapEx for FY26 to expand its global cloud and AI infrastructure.Oracle will add 37 new multi-cloud data centers to meet rising enterprise and hyperscaler demand.Heavy spending pressures free cash flow, prompting added debt despite projected 16.5% revenue growth.Oracle (ORCL) is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive investment under ...

We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. Oracle Corp (NYSE:ORCL) is one of the stocks analysts were recently talking about. Brent Thill from Jefferies recently said in a CNBC program that the timing of Oracle Corp (NYSE:ORCL) appointment of co-CEOs is right and the company is at the beginning of the AI wave. However, the analyst said having two CEOs usually doesn’t “work.” “I think the real question becomes co-CEO roles don’t really work. Look at Salesforce, di ...

I bring in Diane King Hall to take a look at some of the key stories here on Wall Street. Good morning to you. Uh we're kicking it off with Levi Strauss.Not so great. >> No stock is under some pressure today. It did beat expectations on both the top and bottom line, but there's some concern about the impact of tariffs on Levis's which they expect to see some uh impact there.They are expecting fourth quarter revenue to decline approximately 3% from last year. However, they did their projections overall, thei ...

格隆汇10月10日｜甲骨文(ORCL.US)盘中一度涨1.65%，报301.86美元；此前花旗将其目标价上调至415 美元。 ...

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Friday 10th October.Coming up on the show, will any side crack as the government shutdown continues. China ramps up its crackdown on chip imports with Nvidia clearly in focus. And what's the spookiest thing about Halloween.The price of chocolate. So, grab your coffee and let's own the morning. Okay, we kick off with some breaking news.According to China's state media, Beijing is prob ...

Citi analyst Tyler Radke remains optimistic on Oracle Corp. (NYSE: ORCL) despite recent volatility in the stock. In a new note to clients, Radke raised his price target to $415 per share, up from $395... ...