$Oracle(ORCL)$   Oracle’s 9.6% surge reflects renewed conviction that its AI infrastructure narrative is gaining credibility rather than remaining aspirational. 1. Will OpenAI funding progress sustain Oracle’s rebound? Improved funding visibility reduces counterparty risk and signals continued demand for large AI training clusters. That supports: Multi-year capacity contracts Higher cloud backlog Better utilisation of new data centres However, sustainability depends on execution. If AI workload growth translates into durable OCI revenue acceleration, the rally can extend. If spending normalises or shifts toward competitors, multiple compression risk returns. 2. Can large-scale financing cement leadership? Heavy capital deployment helps O

$Oracle(ORCL)$   The recent surge in Oracle's stock price, driven by improved OpenAI funding outlook and an analyst upgrade to Buy, is a significant development.  Sustainability of OpenAI's funding progress and Oracle's rebound: The funding progress of OpenAI can indeed contribute to Oracle's growth, especially if it leads to increased adoption and integration of AI solutions within Oracle's cloud offerings. However, the sustainability of this rebound also depends on various factors, including the overall market sentiment, competition in the AI cloud sector, and Oracle's ability to execute its AI computing growth strategy effectively. If OpenAI continues to secure significant funding and Oracle successfully

$Oracle(ORCL)$  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.

$Oracle(ORCL)$  $200

The S&P 500 and the Nasdaq rose solidly after a shaky start on Monday (Feb 9), as technology stocks found their footing following last week's AI-sparked selloff, while investors waited for key economic data that could shed light on the Federal Reserve's interest-rate path. Regarding the options market, a total volume of 53,955,254 contracts was traded on Monday, of which 59% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AMZN(AMZN)$, $AAPL(AAPL)$, $MSFT(MSFT)$, $PLTR(PLTR)$,

It would be incredible if Trump announced a direct US investment of $5 to $10 billion in $Oracle(ORCL)$ , like they did for INTC.

$Oracle(ORCL)$  Technical flows indicate a marked sectoral rotation with ORCL.

$Oracle(ORCL)$  [Happy]  

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