This is why investors looking at Oracle might want to consider a couple of alternatives instead. There are two companies, in particular, that have performance potential that could help them grow faster than Oracle and even surpass Oracle's $801 billion market capitalization by 2030.Oracle's excessive dependence on a few massive contracts, such as its $300 billion deal with OpenAI, also exposes it to a high degree of counterparty risk. If OpenAI changes architectures or pivots away from Oracle Cloud, it coul ...

Expanded training and certification offerings will help simplify and accelerate implementations and integrations, drive customer success AUSTIN, Texas, Oct. 1, 2025 /PRNewswire/ -- Extending the benefits of the Oracle partner program, Oracle Health and Life Sciences is expanding its offering to incorporate more training and accreditation for healthcare and life sciences verticals. The enhanced program will strengthen collaboration between the Oracle Health and Life Sciences team and a broad ecosystem of sys ...

BREAKING: Bullish Rebound Pares Market's Weekly Losses President Donald Trump late Thursday signed an executive order backing a plan to allow TikTok to remain in the U.S. through a sale to new investors. Oracle (ORCL) is "playing a very big part," Trump said at a White House news conference. Oracle stock fell Thursday. The executive order declares that the sale of TikTok's U.S. operations would satisfy the requirements of a 2024 law banning the short-video app unless its Chinese parent company, ByteDance, d ...

I I want to ask about Oracle in particular because Oracle seems like it's on top of the world right now, right. It's been, you know, it looks like it's going to get part of this US slice of Tik Tok. Um it's been signing these new deals.There's the whole Stargate situation. Um but it sounds like you have some reservations about all of that. >> Yeah.So again, let's separate what's uh what's real valuable and and what's uh a little bit of a speculation. Uh Oracle getting the Tik Tok business is a windfall. uh ...

I I want to ask about Oracle in particular because Oracle seems like it's on top of the world right now, right. It's been, you know, it looks like it's going to get part of this US slice of Tik Tok. Um it's been signing these new deals.There's the whole Stargate situation. Um but it sounds like you have some reservations about all of that. Yeah.So again, let's separate what's uh what's real valuable and and what's uh a little bit of a speculation. Uh Oracle getting the Tik Tok business is a windfall. uh the ...

Group 1 - OpenAI and Oracle are launching the $500 billion Stargate program, focusing on infrastructure to support AI development [1][3] - The Abilene, Texas data center is a significant development in the global demand for AI infrastructure, with over $2 trillion planned worldwide [2] - OpenAI's partnership with Nvidia is expected to add approximately $500 billion in data center investments in the coming years [3] Group 2 - The Abilene site has one operational building and another nearing completion, with the potential to exceed a gigawatt of capacity, enough to power around 750,000 U.S. homes [4] - The scale of the project is crucial to meet the compute demands of OpenAI's models, as there is currently a significant compute shortage in the industry [5] - OpenAI's finance chief emphasized the growing recognition of the scale required for AI infrastructure, indicating that similar projects will emerge across the U.S. and beyond [5]

The big client behind Oracle's cloud backlog got great funding news today, and Oracle appears to be nearing a deal for TikTok. Also, new CEOs were selected.Shares of Oracle (ORCL -4.01%) were taking off again today, rising 6.7% on Monday.After revealing a massive increase in its cloud business earlier this month, Oracle was yet again in the news today in several ways.First, the company announced two co-CEO successors to current CEO Safra Catz, who announced she would be retiring soon. Second, Oracle appears ...

Oracle shares are slightly higher today. Now, there's a lot going on. The company did announce the departure of CEO Saffra Katz.She'll be replaced by co-CEOs Clay McGu and Mike Sicilia. Cats will shift to executive vice chair of the board of directors. So, she's not leaving the company.And in the meantime, we're also getting more headlines on what the US Tik Tock sort of deal is going to look like, which will almost certainly involve Oracle, perhaps in a very large way. Here to talk more about all of this, ...

Oracle (ORCL) stock rose as much as 5% on Tuesday as the US and China reached a preliminary TikTok deal during trade talks in Madrid. Treasury Secretary Scott Bessent said at a press conference Monday that the two countries have agreed on a framework for a deal. Trump and Chinese President Xi Jinping are set to speak on Friday to "complete" the agreement. While a US buyer of TikTok has not been named, Oracle has emerged as a top contender to acquire the social media app. CBS News reported Tuesday that Or ...

and perhaps something of surprise over the last 24 hours, which is the decoupling of the tick- tock situation, for lack of a better term, from the overall uh negotiation of a new trade agreement with China, because that has occurred. Uh a tick- tock deal is close. In fact, you could see something, I'm told by people familiar with the situation, as soon as the next 30 to 45 days in which you actually get the close of a Tik Tok deal in which the algorithm is licensed to a US entity that is owned by new invest ...