Subramanyan
09:52

$Oracle(ORCL)$  certainly. As of Feb 10, analysts note that OpenAI's potential to raise an additional $100 billion serves as a critical catalyst for Oracle's stock, as it ensures the financing of the massive data centers Oracle is currently building. Further, Oracle's rebound is directly supported by OpenAI's funding progress, which alleviates fears regarding Oracle's $300 billion 5 yr contract with this startup, overall a win-win at first sight.

Oracle Strong Rebound: Can OpenAI-Driven Gains Last?
Oracle surged 9.6%, boosted by improved OpenAI funding outlook and analyst upgrade to Buy. The market has re-rated its AI computing growth thesis. 1. Will OpenAI’s funding progress sustain $Oracle (ORCL.US)$ ’s rebound? 2. Can large-scale financing and expansion solidify $Oracle (ORCL.US)$ ’s leadership in the AI cloud sector?
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