At nearly the same moment as Nvidia CEO Jensen Huang was expressing surprise over OpenAI’s multibillion-dollar deal with competitor AMD — shortly after his company agreed to invest up to $100 billion into the AI model maker — Sam Altman was saying that more such deals are in the works. Huang appeared on CNBC’s Squawk Box on Wednesday. When asked …
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Dow, S&P 500, Nasdaq Open Up; Tesla, Oracle, Nvidia, Intel; Fed Minutes; Gold Price Record
A day after its winning streak snapped, the S&P 500 was back on the rise on Wednesday. The S&P 500 was up 0.2%. The Dow Jones Industrial Average was up 114 points, or 0.3%. The Nasdaq Composite was up 0.3%. The yield on the 2-year Treasury note was down to 3.57%. The 10-year yield was down to 4.11%. The iShares …
Read More »Oracle Fears Add to Doubts About the A.I. Rally – The New York Times
Oracle Fears Add to Doubts About the A.I. Rally The New York Times Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips The Information They will be ‘wonderfully profitable’ — Nvidia CEO on Oracle’s reported GPU profit squeeze CNBC Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected Yahoo Finance Chart Of The Day: Why AI Stocks Flamed Out On …
Read More »Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected
(Bloomberg) — Oracle Corp. shares tumbled after a report that the software maker’s profit margin in its cloud computing business is lower than many on Wall Street have been estimating. While Oracle generated roughly $900 million in revenue from the rental of servers powered by Nvidia Corp. chips during the three months ended in August, the company only managed about …
Read More »Oracle stock slips on report company seeing thin Nvidia chip margins
Oracle stock slipped 5% on Tuesday after a report from The Information that raised questions about the company’s plans to buy billions of Nvidia chips to rent as a cloud provider to clients like OpenAI. Oracle had 14% gross margins on $900 million in sales in its Nvidia cloud business in the three months ending in August, according to the …
Read More »Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips – The Information
Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips The Information Oracle stock slips 5% on report company is seeing thin cloud margins from Nvidia chips CNBC Oracle stock falls after report reveals thin margins in AI cloud business Investing.com Oracle tumbles after report that it’s lost nearly $100 million from renting out access to Nvidia’s Blackwell chips Sherwood News Oracle Sinks …
Read More »Oracle patches EBS zero-day exploited in Clop data theft attacks
Oracle is warning about a critical E-Business Suite zero-day vulnerability tracked as CVE-2025-61882 that allows attackers to perform unauthenticated remote code execution, with the flaw actively exploited in Clop data theft attacks. The flaw is within the Oracle Concurrent Processing product of Oracle E-Business Suite (component: BI Publisher Integration) and has a CVSS base score of 9.8, due to its lack of …
Read More »Oracle receives letter from US lawmakers over college pricing: report (ORCL:NYSE)
Mesut Dogan Oracle (NYSE:ORCL) is among the companies that have received letters from U.S. lawmakers in an effort to find out more about the algorithms that set prices for colleges and universities, the New York Times reported. Letters were sent to consulting Source link
Read More »5 big analyst AI moves: Nvidia target upped to $240, Oracle gets a Sell rating – Investing.com
5 big analyst AI moves: Nvidia target upped to $240, Oracle gets a Sell rating Investing.com Prediction: This Will Be Nvidia’s Stock Price in 2026 Nasdaq Nvidia’s $100 billion OpenAI investment raises eyebrows and a key question: How much of the AI boom is just Nvidia’s cash being recycled? Yahoo Finance Nvidia Stock Has Avoided the Worst of the AI Selloff. It Will …
Read More »Oracle is reportedly looking to raise $15B in corporate bond sale
Oracle is reportedly looking to raise funds just weeks after the company inked a historic AI infrastructure deal with OpenAI. Cloud infrastructure giant Oracle is looking to raise $15 billion through corporate bond sales, according to reporting from Bloomberg, citing sources. The sale could include up to seven different parts, with the potential for one said part to be an uncommon 40-year bond, Bloomberg reported. TechCrunch reached out to Oracle for more information. …
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