September 12, 2025

finance  
openai, nvidia and apple Updates

Oracle is nearing a $1 trillion valuation, fueled by substantial AI cloud deals, including a reported $300 billion agreement with OpenAI for computing power over five years. This surge in Oracle's stock has significantly boosted co-founder Larry Ellison's net worth, placing him among the world's wealthiest individuals. The company's order backlog is projected to reach half a trillion dollars, with a 359% year-over-year increase in Remaining Performance Obligations to $455 billion, signaling strong future revenue from its cloud and AI offerings. Meanwhile, Nvidia continues to be a dominant force in AI hardware, controlling a significant portion of the AI chip market and anticipating massive data center spending by 2030. The demand for AI infrastructure is also benefiting companies like Seagate Technology, which has become a top S&P 500 performer due to the need for storage components in AI data centers. In contrast, Apple faces analyst downgrades stemming from concerns over its slower AI progress and incremental product updates, despite internal development of its N1 chip. Microsoft is also making significant AI infrastructure investments, including a $17 billion deal with Nebius Group. Palantir Technologies, while previously a strong performer, has been surpassed by Seagate in the S&P 500 AI rankings. Amazon remains a key player in the cloud market, alongside Microsoft and Oracle.

Key Takeaways

  • Oracle is approaching a $1 trillion valuation, driven by significant AI cloud deals, including a $300 billion agreement with OpenAI for computing power over five years.
  • Oracle's order backlog is expected to reach $500 billion, with Remaining Performance Obligations surging to $455 billion, indicating strong future revenue from cloud and AI services.
  • Nvidia is positioned as a dominant AI hardware provider, expected to control a large share of the AI chip market and benefit from trillions in anticipated data center spending by 2030.
  • Seagate Technology has emerged as a top S&P 500 AI performer due to high demand for storage components essential for AI data centers.
  • Apple's stock has been downgraded by analysts due to concerns about its slow AI development and lack of significant product innovation.
  • Microsoft has secured a $17 billion AI infrastructure deal with Nebius Group.
  • Palantir Technologies has been overtaken by Seagate Technology as the top AI performer in the S&P 500.
  • The intense demand for AI infrastructure is driving significant investments and partnerships across major tech companies like Oracle, OpenAI, Microsoft, and Nvidia.
  • Oracle's AI growth is positioning co-founder Larry Ellison as a contender for the world's richest person.
  • Amazon is noted as a major player in the cloud market alongside Microsoft and Oracle.

Oracle nears $1 trillion valuation on AI cloud deals

Oracle shares saw a significant surge, bringing the company close to a $1 trillion valuation. This rise is driven by major cloud deals, particularly a reported $300 billion contract with OpenAI for computing power. The company's strong outlook for its AI cloud business has boosted its market value and put co-founder Larry Ellison in contention for the world's richest person title. Oracle's stock has nearly doubled this year, outperforming the S&P 500.

Oracle stock surges toward $1 trillion club

Oracle's stock experienced a significant rise, pushing it closer to a $1 trillion valuation. This surge is attributed to strong performance in its AI cloud business and major cloud deals. The company's gains have also boosted co-founder Larry Ellison's net worth, placing him near the top of global wealth rankings. The stock's performance this year has significantly outperformed the S&P 500.

Oracle stock nears $1 trillion on AI cloud success

Oracle's stock saw a slight increase, building on a previous surge that brought it near a $1 trillion valuation. The company's strong performance in AI cloud services is driving this growth. This rally has also significantly increased co-founder Larry Ellison's net worth, positioning him as a contender for the world's richest person. The stock's performance this year has been exceptional, surpassing many other major companies.

Oracle stock pulls back after AI-driven rally

Oracle shares experienced a pullback after a significant surge that brought the company close to a $1 trillion valuation. The company's strong performance in AI cloud deals fueled the previous rally. Despite the slight dip, Oracle's market valuation remains high, and its stock has nearly doubled in value this year. The company's order backlog is on track to reach half a trillion dollars.

Oracle stock dips after AI cloud boom surge

Oracle shares fell slightly after a record surge driven by its AI cloud business, which had brought the company close to a $1 trillion valuation. This strong performance is fueled by significant cloud deals and a scramble for AI computing power. The company's market valuation remains high, and its stock has nearly doubled this year. Oracle's order backlog is also projected to reach half a trillion dollars.

Oracle pauses after AI-powered run toward $1 trillion

Oracle shares experienced a slight decline after a significant AI-driven surge that brought the company close to a $1 trillion valuation. The company's growth is fueled by major cloud deals and the high demand for AI computing power. Despite the recent dip, Oracle's stock has nearly doubled in value this year, outperforming the S&P 500. The company's order backlog is expected to reach half a trillion dollars.

Oracle's AI surge sparks 1999 dot-com energy

Oracle's stock experienced a dramatic surge, driven by its future prospects in artificial intelligence, particularly its partnership with OpenAI. Despite missing recent earnings expectations, the company's outlook for AI infrastructure revenue is exceptionally strong, projecting significant growth by 2030. This surge has made co-founder Larry Ellison briefly the world's richest person. Oracle is investing heavily in data centers, a move that mirrors the energy of the late 1990s dot-com boom.

Oracle's AI growth challenges Elon Musk's wealth

Oracle's impressive growth in AI cloud services is significantly boosting its stock and co-founder Larry Ellison's net worth, potentially making him the world's wealthiest person. The company reported a 77% increase in cloud computing revenue projection and secured major deals, including a $300 billion agreement with OpenAI. Oracle is positioning itself as a key provider of AI infrastructure, similar to a 'picks and shovels' supplier during a gold rush. The company is investing heavily in its infrastructure, even as its debt-to-equity ratio has increased.

Nebius and Nvidia: Top AI stock contenders

Nebius Group and Nvidia are highlighted as strong contenders in the growing artificial intelligence market. Nebius recently signed a significant $17 billion deal with Microsoft for AI infrastructure, leading to a surge in its stock. Nvidia remains a dominant player with its high-performing AI chips, essential for the AI boom. While Nebius has shown rapid revenue growth, Nvidia's established market share and profitability make it a compelling investment, though Nvidia appears more reasonably priced currently.

Nvidia predicted to be top AI stock by 2030

Nvidia is positioned to be the market's biggest winner by 2030 due to its dominance in AI hardware and software, controlling 70% to 95% of the AI chip market. The company anticipates data center spending to reach $4 trillion by 2030 and sees AI and robotics as a combined multitrillion-dollar opportunity. Nvidia's strong software ecosystem, particularly its CUDA platform, creates significant customer lock-in. Despite potential economic slowdown risks, Nvidia's long-term prospects in the AI era remain exceptionally strong.

Seagate Technology overtakes Palantir as top S&P 500 AI performer

Seagate Technology has become the best-performing stock in the S&P 500 for 2025, surpassing Palantir Technologies. This surge is driven by the massive demand for storage components needed for AI data centers. Seagate shipped 14% more capacity sequentially last quarter, leading to significant revenue and margin growth. While Western Digital is a close competitor, Seagate's slight technology lead in hard drive production could help it gain market share.

Oracle's AI success boosts Ellison and the IPO market

Oracle's stock surge, driven by strong AI infrastructure and cloud service bookings, has brought it close to a $1 trillion valuation and briefly made co-founder Larry Ellison the world's richest person. The company projects significant growth in its cloud business, rivaling major players like Amazon and Microsoft. This AI fervor is also benefiting the IPO market, with companies like Klarna seeing substantial gains on their first day of trading, signaling a potential resurgence.

Apple stock downgraded amid AI strategy concerns

Apple's stock has been downgraded by analysts due to concerns about its slow progress in artificial intelligence and a lack of significant innovation in its latest product releases, including the iPhone 17. Analysts from DA Davidson and Phillip Securities have lowered their ratings, citing incremental updates rather than groundbreaking features. Despite these concerns, Apple is internally developing its N1 chip to improve connectivity and efficiency.

Oracle and OpenAI ink $300B AI cloud deal

Oracle and OpenAI have finalized a record $300 billion deal for Oracle to provide vast computing power over five years, supporting OpenAI's Project Stargate initiative. This massive investment aims to build extensive data center capacity for AI development. The partnership highlights the intense competition in the AI infrastructure race, with other tech giants also investing heavily. Both Oracle and OpenAI are making significant financial commitments, betting on the continued rapid growth of AI technologies.

AI Gems Hidden in QQQJ ETF

The QQQJ ETF offers investors exposure to lesser-known artificial intelligence companies that may be overlooked by the broader market. Stocks like Seagate Technology and Western Digital, which are crucial for AI data center storage, are among the top holdings. Seagate's nearline hard drives are essential for cloud storage, and Western Digital is making strides in agentic AI. These companies represent significant AI investment opportunities beyond the well-known large-cap names.

Oracle's massive RPO signals strong future growth

Oracle reported a significant 359% year-over-year increase in its Remaining Performance Obligations (RPO) to $455 billion, indicating strong future revenue visibility. This surge is driven by high demand for Oracle's cloud and AI offerings, including major deals with OpenAI, Meta, NVIDIA, and AMD. The company projects substantial revenue growth for its Oracle Cloud Infrastructure (OCI) over the next four years. While Oracle's RPO growth is impressive, competitors like Microsoft and Amazon maintain dominant market positions.

Analysts favor Twilio as key AI communication stock

Analysts are expressing optimism about Twilio's future, initiating coverage with a 'Buy' rating and a $140 price target. They view Twilio as a critical 'communications backbone for the AI ecosystem.' The company's focus on integrating AI into its services is seen as a key driver for future growth, suggesting it is at an 'inflection point.'

Sources

Oracle AI Cloud OpenAI Valuation Cloud Deals Nvidia AI Infrastructure Larry Ellison Stock Performance Seagate Technology Palantir S&P 500 Data Centers AI Chips Cloud Computing IPO Market Apple AI Strategy Twilio AI Communication