$ORCL News and Market Events
Every $ORCL story Market Flux has tracked.
- Market Flux Event
Tencent Leases 100,000 Oracle AI Chips in Five-Year Deal to Accelerate AI Expansion
Tencent has agreed to lease 100,000 AI chips from Oracle under a five-year arrangement spanning Oracle data centres across Southeast Asia, the Financial Times reported on October 1. The…
- Market Flux Event
Nvidia Launches Open Agent Safety Platform to Stop Rogue AI Agents After Hugging Face Breach
Nvidia introduced the Open Agent Safety Platform on September 28, a double-layered, open-source software security system designed to monitor and shut down AI agents that break out of their…
- Market Flux Event
US Stocks Cap a Strong Week With Broad Friday Gains Led by Bloom Energy, PayPal Takeover Chatter
US equities finished the week on solid footing Friday, with the S&P 500 rising 0.51% to close at 7,743.41, the Nasdaq Composite gaining 0.5% to 27,068.72, and the Dow Jones Industrial…
- Top Story
Oracle Invokes Force Majeure on Project Jupiter, Its 2.45GW New Mexico AI Data Center
Oracle has sent a force majeure notice to the developer of Project Jupiter, a massive New Mexico data center tied to the broader Stargate AI infrastructure buildout, seeking to protect…
- Market Flux Event
Oracle Sends Force Majeure Notice on New Mexico Data Center as Broader Market Slides on Treasury Yield Fears
Oracle shares fell more than 5% on Thursday after Bloomberg News reported the company sent a force majeure notice to the developer of its massive New Mexico data center project, known as…
- Market Flux Event
Oracle Invokes Force Majeure on Project Jupiter, Its 2.45GW New Mexico AI Data Center
Oracle has sent a force majeure notice to the developer of Project Jupiter, a massive New Mexico data center tied to the broader Stargate AI infrastructure buildout, seeking to protect…
- Top Mover
Super Micro Computer Surges Up to 9% as Goldman Sachs Projects AI Server Market Reaching $1.3 Trillion by 2030
Super Micro Computer shares climbed as much as 9% on Thursday, September 17, making it one of the strongest performers in a targeted hardware rotation that lifted AI server and data-center…
- Market Flux Event
AI Server Stocks Surge on Broad Hardware Rotation as Oracle Seen With 50% Upside on Record Cloud Backlog
A rotation that began earlier in the week in memory and chip names broadened into AI server makers on Thursday, sending Hewlett Packard Enterprise up 9%, Super Micro Computer up 6%, and…
- Top Mover
Evercore Downgrades HPE to In Line After 159% Rally, Sending Shares Down 9%
Hewlett Packard Enterprise shares fell as much as 9% to around $56.47 on Monday after Evercore ISI downgraded the stock to In Line from Outperform, citing valuation concerns following a…
- Top Mover
Dell Surges 12% to All-Time High on RBC Initiation and Oracle-Driven AI Server Demand
Dell Technologies shares closed up roughly 12% on Friday, September 11, touching a new all-time high of $563.19 intraday, after RBC Capital Markets initiated coverage with an Outperform…
- Top Mover
HP Inc Surges 8% to 52-Week High as AI Hardware Boom Lifts Sector
HP Inc. shares climbed roughly 7-8% on Friday, September 11, reaching a new 52-week high as a broad rally in technology hardware stocks lifted the sector alongside gains in Dell…
- Top Mover
HPE Jumps Nearly 12% as Oracle Locks In $90-95 Billion Capex Commitment to AI Infrastructure
Hewlett Packard Enterprise shares surged as much as 12% to around $61.49 on Friday, September 11, making it one of the stock's biggest single-session moves of the year. The catalyst came…
- Market Flux Event
S&P 500 Snaps Four-Day Losing Streak as Dell Surges 11% and Oil Retreats
U.S. stocks rallied on Friday, September 11, ending a four-session slide that had been the Dow's longest consecutive losing streak since late April. The Dow Jones Industrial Average gained…
- Unusual Volume
Oracle Posts 30% Revenue Growth and $664B Backlog as AI Cloud Demand Drives Fiscal Q1 Beat
Oracle reported fiscal first-quarter 2027 revenue of $19.35 billion, up 30% year over year and ahead of the $19.14 billion consensus estimate, as surging AI demand propelled its cloud…
- Top Mover
Oracle Surges 7% After Hours as Q1 Cloud Infrastructure Revenue More Than Doubles and AI Backlog Hits $664 Billion
Oracle reported fiscal first-quarter 2027 results after the closing bell on September 10 that beat Wall Street expectations on both revenue and earnings, sending shares up roughly 7% in…
- Market Flux Event
Oracle Stock Jumps 7% After Q1 FY2027 Revenue Surges 30% on Triple-Digit Cloud Infrastructure Growth
Oracle reported fiscal first-quarter 2027 results that beat Wall Street estimates across the board, sending shares up roughly 7% in after-hours trading. Total revenue climbed approximately…
- Top Mover
Oracle Stock Rises 3% as HPE Deal Expands, Jefferies Flags Sentiment Trough Before Earnings
Oracle shares advanced 3% to $150 on September 3, lifted by a convergence of positive catalysts including an expanded infrastructure partnership with Hewlett Packard Enterprise, bullish…
- Top Mover
Oracle Stock Falls 5% as Layoffs, Debt Fears and EU Antitrust Scrutiny Converge
Oracle shares dropped as much as 5.4% on September 1, 2026, as a global bond selloff pushed long-term government borrowing costs to multi-decade highs, amplifying investor concern over the…
- Top Mover
Nvidia Posts 106% Revenue Growth to $96B and Guides to $108B Next Quarter Fueling Broad AI Rally
Nvidia reported second-quarter revenue of $96.22 billion, a 106% increase year over year, and guided for $108 billion in third-quarter revenue, well above the roughly 45% growth Wall Street…
- Market Flux Event
OpenAI's JalapeñO Chip Outperforms Nvidia Blackwell in Inference as AI Safety Startup Alice Raises $140M
OpenAI's custom inference chip, codenamed JalapeñO, has topped Nvidia's Blackwell in some inference benchmark tests, a notable development in the intensifying AI chip race that also saw…
- Market Flux Event
OpenAI Data Center Chief Chris Malone Exits Amid Wave of Senior Departures Before 2027 IPO
Chris Malone, OpenAI's head of data centers, left the company last week, according to people familiar with the matter who spoke to the Wall Street Journal. Malone had joined only in March…
- Market Flux Event
Coinbase Launches Tokenized Nvidia, Apple, Meta and Alphabet Shares on Base L2 Network
Coinbase on August 24 launched tokenized stock tokens on its Ethereum layer-2 network Base, bringing shares of Nvidia, Apple, Meta and Alphabet on-chain for non-US users under the tickers…
- Market Flux Event
Databricks Closes $5 Billion Funding Round at $190 Billion Valuation as Revenue Run Rate Tops $7 Billion
Databricks on Thursday closed a $5 billion funding round at a $190 billion valuation, up sharply from the $134 billion valuation it carried after a February round of the same size. The…