TD Cowen raised the firm’s price target on Oracle (ORCL) to $275 from $250 and keeps a Buy rating on the shares, noting that the firm’s new target is “a Street high.” Bloomberg reported that OpenAI, ...

OpenAI secures a massive 4.5 GW compute lease from Oracle for its Stargate project, signaling a huge leap in AI ...

As part of our July Fourth special broadcast, we continue our extended interview with Karen Hao, author of Empire of AI: ...

OpenAI will lease approximately 4.5 gigawatts of data centre power from Oracle under a $30 billion‐per‐year agreement set to ...

Stargate, OpenAI’s initiative, in collaboration with partners such as Oracle and SoftBank Group, to allocate $500 billion ...

Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the ...

OpenAI will lease 4.5 gigawatts of U.S. data center power from Oracle as part of its $500 billion Stargate initiative, ...

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle revealed earlier this week is with artificial intelligence ...

Oracle Inc announces a $30 billion cloud deal with OpenAI. Wall Street's average price target indicates downside in ORCL ...

The demand for data centers is skyrocketing in Texas, which means they will need more power than ever. One provider is ...

Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.