Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.

As part of an agreement with Amazon, UPS said it said would cut the volume of Amazon deliveries it transports by more than 50% by the second half of 2026. UPS also said Thursday it expects revenue of "approximately $89 billion" in 2025, below Wall Street's consensus forecasts of $94.9 billion.

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, highlighting potential beneficiaries such as NET, DOCN, and EQIX.

The surge comes as the S&P 500 and Nasdaq Composite lost 1.8% and 3.2%, respectively. Oracle was hit by the big news of the day -- the revelation of the latest version of the Chinese artificial intelligence (AI) model DeepSeek -- as well as complications with President Trump's AI initiative.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

The project will bring together OpenAI, SoftBank (SFTBY), and Oracle (ORCL) to invest in American artificial intelligence ... The final stock on the list is Amazon (AMZN), a major player in multiple sectors such as e-commerce, cloud computing, and digital ...

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.