Welcome back to Market on Close. I'm Sam Bis live from the floor of the New York Stock Exchange. Skywater Technologies is on the run high today as it touched its highest level in almost four years.Shares have now risen 45% on the year and over 130% in the last 52 weeks. It's time now for Overlook Stocks. I'm joined by George Tillis who is the senior markets correspondent for a good look at Skywater.What are you seeing there, George, today. Well, I was just uh actually looking at the uh the chart um on an in ...

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Core Viewpoint - Oracle's stock is experiencing an upward trend as the market reacts positively to its growth in cloud computing, with future success heavily reliant on advancements from OpenAI [1] Company Summary - Oracle's stock performance is linked to its cloud-computing surge, indicating strong market interest and potential for growth [1] - The company's future trajectory is closely tied to developments in artificial intelligence, particularly those driven by OpenAI [1] Industry Summary - The cloud computing sector is witnessing significant growth, with companies like Oracle benefiting from increased market demand [1] - The integration of AI technologies, such as those from OpenAI, is becoming a critical factor for success in the cloud computing industry [1]

Core Insights - The article does not provide specific company or industry insights, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the analyst in any mentioned companies, nor plans to initiate such positions in the next 72 hours [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - Seeking Alpha's analysts include both professional and individual investors who may not be licensed or certified by any regulatory body [2]

Group 1 - The company, Dou Shen Education, stated on July 31 that it has not established a technical cooperation with OpenAI [2]

Core Insights - OpenAI founder Sam Altman had a "very pleasant call" with Microsoft CEO Satya Nadella on Monday [1] Company Relations - The conversation indicates a positive relationship between OpenAI and Microsoft, suggesting potential collaboration or alignment in strategic goals [1]

Core Viewpoint - Microsoft is preparing to exit negotiations related to OpenAI, indicating a potential shift in its strategic partnership with the AI company [1] Group 1 - The decision to withdraw from negotiations may impact Microsoft's future AI initiatives and collaborations [1] - This move could signal a reevaluation of Microsoft's investment strategy in the AI sector [1] - The exit from discussions may affect OpenAI's funding and operational plans moving forward [1]