最新ニュース Oracle (NYSE:ORCL) 株価情報

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

Softbank,Sign,At,Silicon,Valley,Softbank,Vision,Fund,Headquarters.,Softbank

Equities

News

Short Sellers

Markets

Tech

MSFT

NVDA

ORCL

SFTBY

ソフトバンク (OTC:SFTBY)がパープレキシティ(Perplexity)と契約、パープレキシティ・エンタープライズ・プロ(Perplexity Enterprise Pro）の正規代理店として、7,000人のメンバーからなる営業チームを動員して日本の企業への導入を加速させる。

ソフトバンクがパープレキシティの再販契約、7,000人の営業メンバーで導入促進

Government

Regulations

Social Media

Global

Oracle Corp (NYSE:ORCL)は、米国がTikTokに対して禁止処分を行うという見通しについて、投資家に財務上の潜在的な影響について注意を呼びかけています。出来事: 木曜日の規制当局への申請書で、Oracleは今年4月にジョー・バイデン大統領が署名した新法により、中国のTikTok所有者が一定の条件を満たさない限り、TikTokに対してインターネットホスティングサービスを提供することが違法になる可能性があると強調しています。

Tiktokの禁止政策　　オラクルの収益に大きな影響

Pre-Market Outlook

Movers

AYRO

CLDI

CLNN

GDHG

GOOGL

MREO

OBLG

PETS

PIXY

SRFM

THMO

TNXP

WLGS

オラクル・コーポレーション (NYSE:ORCL) の株価は、同社が第4四半期決算を発表した後、本日のプレマーケット取引で急騰しました。オラクルは自社の2021年4月～6月期決算において、予想を下回る決算を発表しました。同社は、アルファベット（Alphabet Inc）（NASDAQ:GOOGL）（NASDAQ:GOOG）のGoogle Cloudと提携することも発表しました。

オラクルの株価9%上昇の理由

Oracle Corp

As Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) gets set to report earnings on Wednesday, ETF investors are looking for more than just numbers, they are looking for big, bold, silicon-fueled signs. And nothing shouts &#8220;next catalyst&#8221; louder than Oracle Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) <a href="https://www.benzinga.com/markets/equities/25/05/45599854/oracle-to-spend-40-billion-on-nvidia-gb200-chips-for-openais-texas-data-center-report">$40 billion chip binge for its Texas-based OpenAI data center</a>.
The acquisition? Nvidia&#8217;s compute-dense Blackwell GPUs, which are aimed at powering the next wave of generative AI. The risk? Potentially huge for <a href="https://www.benzinga.com/etfs">chip-loaded ETFs</a>.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45627370/etf-showdown-voo-gains-billions-while-spy-ivv-bleed-cash">ETF Showdown: VOO Gains Billions While SPY, IVV Bleed Cash</a>
More Than Just Hype
Oracle&#8217;s giant order isn&#8217;t a shiny headline moment; it&#8217;s a warning sign that hyperscalers are going all-in on AI infrastructure, and Nvidia remains the only true arms dealer in this emerging digital arms race.
The acquisition may:
<ul class="wp-block-list">
<li>Solidify Nvidia&#8217;s status as the default provider of enterprise AI.</li>
<li>Encourage similar purchases by cloud competitors Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>).</li>
<li>Cause a new rotation of capital into <a href="https://www.benzinga.com/topic/semiconductors">semiconductor and AI ETFs</a>.</li>
</ul>
ETF Exposure: Who&#8217;s Most At Risk, Or Reward?
Oracle&#8217;s $40 billion play set a fire under Nvidia, and these ETFs are leading the charge for the resulting heat:
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>): Nvidia is its flagship, accounting for a ~21% weighting. A post-earnings rally ignited by the Oracle deal has the potential to rocket SMH into the stratosphere.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>): More diversified than SMH, yet Nvidia-dominant (~8–10%). Good upside if Nvidia&#8217;s earnings show the Oracle contract to its full extent.
Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): Not technically semiconductors, but strongly AI-focused. The Oracle-Nvidia-OpenAI triangle is right in its thematic sweet spot.
Roundhill Generative AI &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>): One of the more recent entrants to the market, purely dedicated to generative AI. Nvidia&#8217;s leadership in model training infrastructure makes CHAT happy, as the chip giant holds the top position in this fund&#8217;s portfolio.
Also Read: <a href="https://www.benzinga.com/25/05/45612246/nvidia-to-be-hit-by-china-chip-export-curbs-or-deliver-q2-guidance-surprise-after-middle-east-dealmaking-heres-what-charts-show-ahead-of-q1-results">Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here&#8217;s What Charts Show Ahead Of Q1 Results</a>
ETF Traders Are Watching Nvidia&#8217;s Guidance Like Hawks
The deal alone might not appear in full in Q1 figures, but traders are focused on Q2 and full-year guidance. If Nvidia is guiding for high revenue growth correlated to enterprise AI demand, it would provoke:
<ul class="wp-block-list">
<li>A turn back into semiconductors, particularly following recent margin concerns.</li>
<li>Thematic ETF flows, as fund managers pursue AI stories with worldwide tailwinds.</li>
<li>Risk repricing, with the Middle East, Oracle, and cloud providers now positioned as Nvidia&#8217;s growth drivers, instead of China.</li>
</ul>
The Catalyst May Already Be Here
For ETF observers, Nvidia&#8217;s report may be less about the last quarter and more about the Blackwell-driven future. The Oracle deal is huge, but if it is just the beginning, ETF traders may be onto a sector re-rating.
Because when a single tech giant spends $40 billion on chips, the ripple effect does not end at one stock, it resonates across an entire ecosystem of ETFs.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616366/nvidias-q1-earnings-loom-while-amds-edge-ai-bet-could-change-the-narrative">Nvidia&#8217;s Q1 Earnings Loom, While AMD&#8217;s Edge AI Bet Could Change The Narrative</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

AMZN

CHAT

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Nvidia's $40 Billion Oracle Win May Trigger A Chip-ETF Rally

WIIM

AAPL

ABTS

BBAI

BTCS

COHR

COMM

Core Scientific, Inc. - Class A Common Stock

CORZ

CRSR

CRWD

CSAI

DGLY

DOMO

MicroCloud Hologram Inc. - Ordinary Shares

HOLO

INTU

MARA

MASS

MNDY

PCLA

REKR

RIOT

SAIH

SHOP

SMCI

SNOW

TDTH

TUYA

VUZI

ZBRA

Shares of companies within the broader tech sector are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

Some news headlines and social media chatter have stirred excitement—and confusion—over whether all UAE residents now get free access to ChatGPT Plus as part of OpenAI's latest expansion.
What Happened: OpenAI has partnered with the UAE to integrate ChatGPT across various public sectors, including education, healthcare and government services.
This initiative marks the UAE as the first country to roll out nationwide use of ChatGPT.
See Also: <a href="https://www.benzinga.com/25/05/45611836/chinas-food-delivery-war-turns-bloody-as-meituan-and-jdcom-lose-100-billion-in-market-value">Meituan And JD Shares Have Bled $100 Billion In Market Value Since Late 2024 — China&#8217;s Food Delivery Wars Are Thinning Out Its Tech Giants</a>
The collaboration is also tied to the ambitious Stargate project, a 10-square-mile AI data center under construction in Abu Dhabi, <a href="https://www.benzinga.com/tech/25/05/45583898/tech-titans-unite-for-stargate-uae-in-ai-venture">involving partners such</a> as G42, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>).
Some media outlets reported that all UAE residents would receive free access to ChatGPT Plus, the premium version of OpenAI's chatbot. However, OpenAI has not confirmed this.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">UAE becomes the first country globally to provide free ChatGPT Plus access to all residents and citizens. UAE partners with OpenAI to offer free ChatGPT Plus access nationwide, as part of the Stargate UAE initiative to build the world's largest AI supercomputing cluster, backed… <a href="https://t.co/B87F0LFUlj">pic.twitter.com/B87F0LFUlj</a>
&mdash; Rohan Paul (@rohanpaul_ai) <a href="https://twitter.com/rohanpaul_ai/status/1926935591918182482?ref_src=twsrc%5Etfw">May 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The company did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
At present, UAE users can access the free version of ChatGPT (GPT-3.5), <a href="https://gulfnews.com/business/markets/is-openai-giving-chatgpt-for-free-to-all-uae-residents-know-whats-true-1.500141497">noted</a> Gulf News, while the ChatGPT Plus subscription remains <a href="https://www.benzinga.com/news/24/08/40282420/dont-want-to-pay-20-for-chatgpt-plus-subscription-and-still-generate-images-via-dall-e-3-heres-what">priced at $20 per month</a>—unless an official update says otherwise.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45603673/trumps-targeting-of-apple-isnt-random-analyst-says-its-a-calculated-move-for-maximum-political-gain" target="_blank" rel="noreferrer noopener">Trump&#8217;s Targeting Of Apple Isn&#8217;t Random — Analyst Says It&#8217;s A Calculated Move For Maximum Political Gain</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Svet foto / Shutterstock.com

CSCO

Fact-Check: No, OpenAI's ChatGPT Plus Isn't Free For All UAE Residents

While the export restrictions on Nvidia Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) H20 AI chip have dented its earnings estimates for the first quarter, the recently signed contracts in the Middle East could surprise the second quarter guidance on the upside.
What Happened: According to T3 Live, Nvidia&#8217;s earnings estimates fell for the first time in years after the company took a $5.5 billion hit because of <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">export restrictions on the H20 AI chip</a>.
However, President Donald Trump&#8216;s dealmaking rampage in the Middle East during the Saudi-U.S. Investment Forum, with a major emphasis on AI, could bring a positive change to its second-quarter estimates.
These deals include the sale of <a href="https://www.benzinga.com/news/25/05/45602111/600b-ai-opportunity-nvidias-18000-chip-deal-with-saudi-arabias-humain-puts-middle-east-front-of-the-line-says-wedbushs-dan-ives">18,000 Blackwell chips</a> to Saudi Arabia&#8217;s Humain. Additionally, the U.S. is partnering with the <a href="https://www.benzinga.com/news/24/06/39496617/uae-eyes-deeper-collaboration-with-us-in-ai-race-after-microsofts-1-5b-investment-in-local-firm">United Arab Emirates to build</a> a major AI campus, and Nvidia is joining the party.
Also, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) <a href="https://www.benzinga.com/markets/equities/25/05/45599854/oracle-to-spend-40-billion-on-nvidia-gb200-chips-for-openais-texas-data-center-report">will spend $40 billion</a> on Nvidia chips for OpenAI&#8217;s new Texas-based data center.
&#8220;So could NVIDIA deliver monster guidance on its Wednesday earnings report It seems possible,&#8221; the post stated further.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> Earnings Mystery&#8230; In April, NVIDIA <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> earnings estimates fell for the first time in years after the company took a $5.5 billion charge because of export restrictions on the H20 AI chip. Sound bad, right? Well since then, the President went on a dealmaking… <a href="https://t.co/yYJS2ykkpj">pic.twitter.com/yYJS2ykkpj</a>
&mdash; T3 Live (@t3live) <a href="https://twitter.com/t3live/status/1926312989688299724?ref_src=twsrc%5Etfw">May 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
However, according to<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45608914/nvidia-earnings-on-deck-can-ai-darling-beat-the-streets-high-bar-amid-china-headwin"> Bank of America analyst</a> Vivek Arya, Nvidia&#8217;s gross margins could drop due to a $5.5 billion inventory write-off from U.S. restrictions on high-end H20 chip sales to China.
This could slash gross margins from 71% to 58%, pushing pro forma EPS down to $0.74, 16% below consensus. He highlights that Nvidia is itself estimating a $15 billion reduction in FY26 sales due to the H20 ban, significantly higher than analyst expectations.
Despite these risks, Bank of America maintains a &#8220;Buy&#8221; rating on Nvidia with a $160 price target, suggesting a 22% upside.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45605168/unprecedented-demand-for-nvidias-gb200-drives-accelerated-production-taiwan-engineers-are-working-incredibly-hard-says-expert">Unprecedented Demand For Nvidia&#8217;s GB200 Drives Accelerated Production: &#8216;Taiwan Engineers Are Working Incredibly Hard,&#8217; Says Expert</a>
Why It Matters: According to the technical analysis of its simple daily moving averages, Nvidia&#8217;s closing price of $131.29 apiece as of Friday was above its 20-, 50-, and 200-day moving averages.
The relative strength index at 63 was still neutral but approaching the overbought mark of 70. Whereas, its momentum indicator, the MACD line, was positive as its 12-day exponential moving average was above its 26-day EMA, indicating a bullish trend.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new-1024x576.png" alt="" class="wp-image-927921" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040630/Nvidia-tech-chart-new.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
According to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>, analysts expect earnings per share of $0.88 for the first quarter, a 43% increase from the prior year, while its revenue is projected at $43.4 billion, up 65% from a year ago.
Price Action: Nvidia's shares closed 1.16% lower on Friday. The stock was down 5.08% on a year-to-date basis, and 15.27% higher over a year. In pre-market on Tuesday, the stock was up 2.7%
Benzinga Edge Stock Rankings shows that Nvidia had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid, however, its value ranking was poor at the 6.61th percentile. The details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="147" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040537/EDGE-NVDA-NEW-1-1024x147.png" alt="" class="wp-image-927920" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040537/EDGE-NVDA-NEW-1-1024x147.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040537/EDGE-NVDA-NEW-1-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040537/EDGE-NVDA-NEW-1-768x110.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/27040537/EDGE-NVDA-NEW-1.png 1216w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose in premarket on Tuesday. The SPY was up 1.54% to $588.00, while the QQQ advanced 1.71% to $517.93, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pr</a>o data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45611941/quantum-computing-stocks-in-focus-pure-play-vs-large-caps-heres-a-look-at-the-valuations">Quantum Computing Stocks In Focus: Pure Play Vs. Large Caps &#8211; Here&#8217;s A Look At The Valuations </a></li>
</ul>
Photo courtesy: Jack Hong / Shutterstock.com

Guidance

Technicals

Analyst Ratings

Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here's What Charts Show Ahead Of Q1 Results

The past week in tech has been a whirlwind of AI-related news. From Marc Andreessen&#8217;s optimistic outlook on AI&#8217;s economic potential to Mark Cuban&#8217;s skepticism about corporate adoption, the conversation around artificial intelligence is heating up. In the meantime, Oracle is making big investments in Nvidia&#8217;s AI chips, Alphabet is leveraging AI for Google Search dominance, Microsoft and Nvidia are deepening their supercomputing alliance, and Elon Musk&#8217;s Grok AI is raising eyebrows in government agencies. Here&#8217;s a recap of the top stories.
Andreessen&#8217;s AI Optimism Meets Cuban&#8217;s Corporate Realism&nbsp;&#8211; Venture capitalist&nbsp;Marc Andreessen&nbsp;has previously touted AI as a potential economic catalyst, a viewpoint that billionaire entrepreneur&nbsp;Mark Cuban&nbsp;has challenged, citing corporate resistance to freely allowing AI to flourish.&nbsp;<a href="https://www.benzinga.com/tech/25/05/45560085/marc-andreessen-once-predicted-that-ai-could-save-the-economy-but-mark-cuban-thinks-corporations-will-fight-to-keep-profits-high">Read the full article here.</a>
Oracle&#8217;s $40 Billion AI Investment &#8211; Tech giant Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) is reportedly planning to spend a whopping $40 billion on 400,000 of Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GB200 AI &#8220;superchips&#8221; for a new data center in Texas, part of a massive AI infrastructure project. <a href="https://www.benzinga.com/markets/equities/25/05/45599854/oracle-to-spend-40-billion-on-nvidia-gb200-chips-for-openais-texas-data-center-report">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/25/05/45582499/gary-black-slams-teslas-unsupervised-autonomous-driving-ahead-of-austin-robotaxi-launch-i-have-warned" target="_blank" rel="noreferrer noopener">Gary Black Slams Tesla&#8217;s Unsupervised Autonomous Driving Ahead Of Austin Robotaxi Launch: &#8216;I Have Warned&#8230;&#8217;</a>
Alphabet&#8217;s AI-Driven Google Search Dominance &#8211; Analysts are optimistic about the potential impact of new products and features from Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) following the company&#8217;s I/O developer conference, seeing AI disruption as a tailwind for the tech giant. <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45548615/alphabet-well-positioned-for-google-search-dominance-analyst-says-can-navigate-the-shift-to-ai-search">Read the full article here.</a>
Microsoft and Nvidia&#8217;s Supercomputing Alliance &#8211; Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Nvidia Corp. are expanding their supercomputing partnership, with CEOs Satya Nadella and Jensen Huang touting a &#8220;40x speed-up&#8221; in Azure-powered AI infrastructure. <a href="https://www.benzinga.com/markets/equities/25/05/45510847/jensen-huang-satya-nadella-tout-40x-speed-up-in-azure-powered-ai-as-microsoft-nvidia-deepen-supercomputing-alliance">Read the full article here.</a>
Musk&#8217;s Grok AI Raises Privacy Concerns&nbsp;&#8211;&nbsp;Elon Musk&#8217;s&nbsp;AI chatbot, Grok, is reportedly being deployed across U.S. government agencies, raising concerns about potential privacy law breaches and conflicts of interest.&nbsp;<a href="https://www.benzinga.com/25/05/45599514/elon-musks-grok-ai-is-quietly-being-deployed-across-us-government-agencies-experts-warn-it-could-breach-privacy-laws-and-create-serious-conflicts-of-interest-report">Read the full article here.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/markets/25/05/45599817/apple-would-rather-absorb-a-25-iphone-tariff-than-move-production-to-the-us-says-analyst-no-guarantee-the" target="_blank" rel="noreferrer noopener">Apple Would Rather Absorb A 25% iPhone Tariff Than Move Production To The US, Says Analyst: &#8216;&#8230;No Guarantee They Won&#8217;t Face Repeated Tariff Threats During His Term&#8217;</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>
Photo courtesy: jamesonwu1972 / Shutterstock.com

Media

Musk's Grok Scrutinized, Oracle Bets Big On Nvidia, Google Doubles Down On Search: This Week In Artificial Intelligence

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) reportedly plans to spend approximately $40 billion to purchase 400,000 of Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes">GB200 AI "superchips"</a> to power a massive new data center for OpenAI in Abilene, Texas.
What Happened: The site is part of Stargate, a $500 billion AI infrastructure project spearheaded by OpenAI and SoftBank Group Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>).
Once completed, the facility will deliver 1.2 gigawatts of power, making it one of the largest AI data centers globally, according to <a href="https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657">a</a> report by the Financial Times, citing several people familiar with the matter.
Oracle will lease the site for 15 years and provide compute capacity to OpenAI, which no <a href="https://www.benzinga.com/25/05/45539207/sam-altmans-openai-raises-116-billion-for-texas-data-center-as-it-moves-to-reduce-reliance-on-microsoft-report">longer relies exclusively</a> on Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) for infrastructure support.
The Texas facility is being developed by Crusoe and Blue Owl Capital, with more than $15 billion in debt and equity raised, including a total of $9.6 billion loan from JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>).
See Also: <a href="https://www.benzinga.com/general/entertainment/25/05/45581252/marvel-delays-robert-downey-jr-starrer-avengers-doomsday-and-secret-wars-to-december-2026-but-disney-has-a-summer-blockbuster-in-store">Marvel Delays Robert Downey Jr. Starrer &#8216;Avengers: Doomsday&#8217; And &#8216;Secret Wars&#8217; To December 2026, But Disney Has A Summer Blockbuster In Store</a>
Construction began in June 2024, and the center is expected to be fully operational by mid-2026.
Once finished, its scale will be comparable to Elon Musk's <a href="https://www.benzinga.com/government/regulations/25/05/45511489/elon-musk-touts-xais-colossus-2-as-first-gigawatt-ai-supercluster-powered-by-168-tesla-megapacks-amid-agi-push">proposed expansion</a> of his "Colossus" data center in Memphis, Tennessee, which aims to accommodate around 1 million Nvidia chips.
Why It's Important: Previously, OpenAI relied heavily on Microsoft's Azure cloud platform. However, earlier this year, the two companies agreed to end their exclusivity deal after OpenAI&#8217;s compute needs began to outpace Microsoft's capacity, the report added.
Earlier this week, it was also reported that <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45550033/openai-teams-up-with-iphone-designer-jony-ive-as-chatgpt-maker-makes-push-into-hardware-apple-shares-slide">OpenAI is acquiring</a> Jony Ive's AI device startup, io Products, in a $6.5 billion all-stock deal.
Ive, known for designing the iPhone and other iconic Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) products, will join forces with OpenAI to develop AI hardware.
Price Action: Oracle shares dipped 0.013% in after-hours trading, reaching $155.95 at the time of writing, after falling 0.85% during regular trading hours on Friday, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
Benzinga Edge Stock Rankings gives Oracle a growth score of 31.75%, highlighting the company's solid market momentum. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other stocks</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/24015550/Screenshot-2025-05-24-at-11.22.25%E2%80%AFAM.png" alt="" class="wp-image-926802" /></a></figure>
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://benzinga.com/trading-ideas/movers/25/04/45029805/what-caused-sam-altman-founded-world-network-token-to-soar-57-in-a-week" target="_blank" rel="noreferrer noopener">What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week? What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week?</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Sundry Photography / Shutterstock.com

SFTBF

Oracle To Spend $40 Billion On Nvidia GB200 Chips For OpenAI's Texas Data Center: Report

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 5 years by 10.07% on an annualized basis producing an average annual return of 24.2%. Currently, Oracle has a market capitalization of $437.38 billion. 
Buying $100 In ORCL: If an investor had bought $100 of ORCL stock 5 years ago, it would be worth $295.51 today based on a price of $155.97 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748031345_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $100 Invested In Oracle 5 Years Ago Would Be Worth Today

Everybody "knows" that value investing doesn't work anymore. It's in all the headlines.
Investing today is about technology, everyone says. It's about artificial intelligence. It's about quantum computing, about the rebirth of nuclear energy.
Some of this is true, some isn't, but what's really not true is that value investing doesn't work. In fact, it still works better than just about any other investing approach.
The reason people say otherwise is because they've got value all wrong. "Value," they think, is just another word for "cheap." But most cheap stocks are cheap because they're bad investments.
Here's how to invest in value the right way using just two metrics – and beat the markets handily.
<h2 class="wp-block-heading">What People Get Wrong About Value</h2>
There are a couple of problems with the way people define value investing. First, we need to address the fact that the sound of it is boring.  Value investing sounds like a professor with tweed elbow patches smoking a pipe in an old dusty office in some brick and ivy university somewhere up in Vermont or Maine during a snowstorm. It just sounds boring.
Perhaps if we could call it vulture investing, market pillaging, or some other equally interesting name, it would attract more attention.
But then again, since we seem to have a corner on it, do we really want to attract all that much attention?
Second, let's talk about the way people track value. For instance, the Russell Value Index is supposed to represent value. When you compare it, growth has outperformed value for several hundred consecutive years, according to the literature.
That may be a slight exaggeration, but you get the point.
When you examine the Russell 1000 Value index, it's allegedly the bottom half of the Russell 2000 weighted by value components.
The top holdings include Berkshire Hathaway, Cisco Systems, McDonald&#8217;s, Walt Disney, Raytheon, and Caterpillar. These are all great companies.
What they are not is value companies.
<h2 class="wp-block-heading">The Truth About Value</h2>
When we really look at the hard data, the truth is that absolute value never stopped working. When you look at companies that are trading at discounts to asset value, low multiples of the cash produced by the business, and low multiples of liquidation value, which is still one of my favorites, the truth is that they have continued to work and work very well.
The key thing that most people leave out is they will run a list of companies trading below book value and will say, &#8220;Look, these underperformed the market.&#8221; That is, in fact, true.
More than half of those companies are unprofitable and overleveraged, and their products are going completely out of style. You know, they are CD-ROM manufacturers or buggy whip makers in the business of making something we are never going to use again.
Many of the companies that trade below book value, in all honesty, do so for a reason. They are headed for the garbage pile.
<h2 class="wp-block-heading">Making Value Work: Financial Strength</h2>
How do we get rid of those? You have to adjust for a couple of factors:
<ul class="wp-block-list">
<li>You want strength in the financial statements.</li>
<li>You want the ability to survive, and you prefer that they are profitable.</li>
</ul>
Two papers, with several follow-ups, have come out in the last twenty-five years that show us how to do this.
One of these is Joseph Piotrowski&#8217;s publication &#8220;Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers.&#8221; The F-score is based on that paper.
Value plus the F-score crush the market. When we add value plus the F-score plus credit scores, I prefer the Altman Z score—then you annihilate the market.
The key variable here is profitability and financial strength.
<h2 class="wp-block-heading">The Missing Factor: Profitability</h2>
The other paper, which very few people seem to have read, is important.
In 2013, an economist, Robert Novy-Marks, published a paper that should have but didn&#8217;t redefine the entire playing field for investing. It is called &#8220;The Other Side of Value: The Gross Profitability Premium.&#8221;
Basically, they found that highly profitable companies outperform, no matter how cheap or expensive they may look. It is a single idea that gross profitability is the missing dimension, the missing factor.
It has found its way into some of the academic models. Novy-Marksed followed up on it with &#8220;Profitability Retrospective: What Have We Learned?&#8221;
This is key because many people today will tell you that quality matters. We have got to buy these quality companies. Everyone has a 16, 17, or 18-factor model that supposedly helps us identify truly high-quality companies.
Novy-Marks has found in both the original 2013 study and the retrospective today that you only need one factor to identify quality. That factor is profitability, which is defined in the original paper as gross profits as a percentage of assets.
The higher that is, the better the company is.
<h2 class="wp-block-heading">Quality Simplified</h2>
It explains all of the excess returns from so-called quality investing. When you ask what exactly we are looking for here, it turns out it all boils down to one simple measure.
You can use an 18-factor model, or you can use just gross profitability as a percent of assets. When you look at the largest cap companies that are in the upper end of the range: Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Visa (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), MasterCard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), UnitedHealth (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), T-Mobile (NASDAQ: TMUS) &#8211; all of the same companies that would show up if we use that super sophisticated, 18-factor quality model for which you will pay a massive premium to have access to the data – it turns out you can get the same list using just gross profitability.
Gross profitability also explains all of the defensive strategies.
All of the defensive low beta stocks are just highly profitable companies that also are growing their asset base slowly. They are doing very conservative investing. They are not de-worsifying the business. They are not trying to grow at a high rate.
They are just ridiculously profitable companies that are willing to sit in place and do what they are good at and continually pile up profits and cash.
<h2 class="wp-block-heading">Unifying Factor</h2>
Profitability explains quality. It explains the low beta and low volatility phenomena.
Many investors have looked for new ways to define value. Cash flow to price, earnings forecast, intangible adjusted tangible book value, adjust for a lot of different factors in R&amp;D. These are going to "fix" value's alleged shortcomings in a day and age of high technology.
The truth is that all these newer value strategies sneak in profitability as a factor in addition to value. Profitability by itself delivers market-beating returns.
Profitability plus value, whether that is price to book or a different model that works, like enterprise value to earnings before interest and taxes, beats the market even more.
<h2 class="wp-block-heading">Why Value Appears to Have Underperformed</h2>
When we look at the underperformance of "value" since 2007, the truth is that it's because we junked up the value universe. We put a lot of garbage in there. There are many stocks trading below book value that are biotech startup companies. They are below the cash balance on the balance sheet, but they are burning cash at a rapid rate and will soon be out of money. The book value will, in fact, disappear.
There are all these companies that look cheap but are wildly unprofitable. They are burning through money.
Then you have a lot of garbage that came in through the two SPAC movements in 2007 and then again in 2020 when companies that were still basically at the garage stage of existence suddenly went public.
We really junked up the value universe with a lot of garbage.
<h2 class="wp-block-heading">The Foundation of Investment Success</h2>
Profitability is not just another factor but another tool.
It is a foundational tool that unifies multiple styles. It is part of quality, defensive value, and even some growth stocks.
Profitability explains a lot of the strategies that people use without relying on complicated, expensive 18-factor models.
If we take low-volatility companies and buy the most profitable, we are going to outperform the market.
If we just buy the most profitable companies, we are going to outperform the market.
If we buy the most profitable companies that are trading at low multiples of the cash produced by the business, we are going to absolutely crush the markets.
This is not a day trading system or a short-term trading system. It is the single best way to build long-term portfolios that beat the market and produce lasting wealth.
<h2 class="wp-block-heading">The Unified Theory of Investing</h2>
Profitability explains almost everything that happens in the market. If you have a great business, it is wildly profitable.
If you are a quality company with high returns on equity, low leverage, and earning stability, you are a very profitable company.
If you are a defensive company with low volatility and lower beta, all of the outperformance of these strategies is because they are profitable companies that are not reinvesting in the business to rapidly grow the asset base.
You have low-investment, profitable companies. There is your entire defensive strategy.
The underperformance of value investing over the last fifteen years or so is entirely because of the addition of so many unprofitable companies. If we use F-scores and profitability to screen out just the profitable undervalued companies, performance goes through the roof.
<h2 class="wp-block-heading">The Simple Path to Success</h2>
Most people won't do it because it doesn't make you rich by next Tuesday. It is not the absolute most exciting strategy on the planet. What it does is give you a very easy, quick way to uncover opportunities.
Two scores.
That is all you have to check. You can put together a universe of companies that can crush the market.
Basically, no folks, value investing is not dead.
If anything, if you understand that financial strength and profitability are the key to making value investing go from boring to the most exciting thing you can possibly do with your money, value investing is very much alive and still very successful.
<h2 class="wp-block-heading">Want to Trade the Next Reversal? Start Here</h2>
Matt Maley is watching one ultra-liquid ETF that surges when the market pulls back. He's used it time and time again—and this Wednesday at 6 PM ET, he'll be live to show you how to time it with precision. It's perfect for short-term traders looking to get ahead of the next move. Register <a href="https://events2.benzinga.com/matt-maley-webinar-wed-may28-2025-registration/?utm_campaign=webinar052825&amp;utm_adType=sponsorad&amp;utm_ad=RD052725">HERE</a> for this free masterclass now.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

TMUS

Value Investing Is Not Dead - It Just Got Smarter

<a href="https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657">https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657</a>

General

Oracle Will Purchase Around 400,000 Of Nvidia's Gb200 Chips

'Oracle to buy $40B of Nvidia chips for OpenAI's new US data centre'- Financial Times

OpenAI,&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and Group 42 Holding announced their <a target="_blank" href="https://www.benzinga.com/topic/project-stargate" rel="noreferrer noopener">partnership to build</a> Stargate UAE on Thursday.
Stargate UAE is a next-generation AI infrastructure cluster that will run in the newly established 5-gigawatt UAE–U.S. AI Campus <a target="_blank" href="https://group.softbank/en/news/press/20250522" rel="noreferrer noopener">in Abu Dhabi</a>.
G42 will build Stargate UAE, a 1-gigawatt compute cluster, and OpenAI and Oracle will operate it.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45389466/softbank-books-3-6-billion-profit-on-arm-bytedance-gains-while-ai-bets-face-trade-policy-hurdles" rel="noreferrer noopener">SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles</a>
The collaboration will also include Cisco, offering its zero-trust security and AI-ready connectivity, SoftBank Group, and Nvidia, which will supply the latest Nvidia Grace Blackwell GB300 systems.
The first 200-megawatt AI cluster will likely go live in 2026. Stargate UAE will accelerate scientific discovery and drive innovation across industries ranging from healthcare and energy to finance and transportation, fueling future economic growth and national development.
The full UAE–U.S. AI infrastructure campus, which spans 10 square miles, is the largest such deployment outside the U.S. It will provide 5 gigawatts of AI data center capacity and regional compute resources.
The facility will be powered by nuclear, solar, and natural gas to minimize carbon emissions. It will also house a science park driving innovation, talent development, and sustainable compute infrastructure.
Jensen Huang, founder and CEO of Nvidia, said, &#8220;AI is the most transformative force of our time. With Stargate UAE, we are building the AI infrastructure to power the country&#8217;s bold vision – to empower its people, grow its economy, and shape its future.&#8221;
Chuck Robbins, chair and CEO of Cisco, said, &#8220;Cisco is proud to join Stargate UAE to advance groundbreaking AI innovation in the UAE and around the world. By embedding our secure AI-optimized networking fabric for this international deployment, we&#8217;re building smart, secure and energy-efficient networks that will turn intelligence into impact at global scale.&#8221;
&#8220;By establishing the world&#8217;s first Stargate outside of the U.S. in the UAE, we&#8217;re transforming a bold vision into reality. This is the first major milestone in our OpenAI for Countries initiative, our effort to work with allies and partners to build AI infrastructure around the world. It&#8217;s a step toward ensuring some of this era&#8217;s most important breakthroughs, safer medicines, personalized learning, and modernized energy, can emerge from more places and benefit the world,&#8221; Sam Altman, co-founder and CEO of OpenAI stated.
A <a target="_blank" href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" rel="noreferrer noopener">report in April</a> indicated that Stargate&nbsp;is weighing a&nbsp;future investment in&nbsp;the U.K. to build the global infrastructure needed to support advanced artificial intelligence models.
The&nbsp;OpenAI&nbsp;and&nbsp;SoftBank-backed AI infrastructure joint venture is raising $100 billion in investment in AI infrastructure projects, which could reach $500 billion over the next four years.&nbsp;
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45572996/apple-likely-to-open-llms-integrate-gemini-on-iphone-at-wwdc-analyst" target="_blank" rel="noreferrer noopener">Apple Likely To Open LLMs, Integrate Gemini On iPhone At WWDC: Analyst</a></li>
</ul>
Photo by Gorodenkoff via Shutterstock

Tech Titans Unite For Stargate UAE In AI Venture

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.
Looking at options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 37% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $280,120 and 4, calls, for a total amount of $166,695.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $170.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Oracle's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Oracle's substantial trades, within a strike price spectrum from $65.0 to $170.0 over the preceding 30 days.
<h3>Oracle Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747930136_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$23.4</td>
<td>$23.2</td>
<td>$23.4</td>
<td>$170.00</td>
<td>$93.6K</td>
<td>1.2K</td>
<td align="right">40</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.3</td>
<td>$9.25</td>
<td>$9.25</td>
<td>$160.00</td>
<td>$74.0K</td>
<td>3.6K</td>
<td align="right">83</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$9.4</td>
<td>$9.35</td>
<td>$9.4</td>
<td>$155.00</td>
<td>$73.3K</td>
<td>953</td>
<td align="right">81</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$95.35</td>
<td>$93.9</td>
<td>$95.35</td>
<td>$65.00</td>
<td>$66.7K</td>
<td>7</td>
<td align="right">7</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$20.5</td>
<td>$20.2</td>
<td>$20.2</td>
<td>$150.00</td>
<td>$40.4K</td>
<td>2.0K</td>
<td align="right">20</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
Following our analysis of the options activities associated with Oracle, we pivot to a closer look at the company's own performance.
<h3>Where Is Oracle Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 2,331,346, with ORCL's price up by 1.08%, positioned at $158.87.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 19 days.</li>
</ul>
<h3>What Analysts Are Saying About Oracle</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $130.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Piper Sandler downgraded its action to Neutral with a price target of $130. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Oracle with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Oracle Unusual Options Activity

<a href="https://openai.com/index/introducing-stargate-uae/" title="https://openai.com/index/introducing-stargate-uae/">https://openai.com/index/introducing-stargate-uae/</a>

Macro Economic Events

Economics

'G42, OpenAI, Oracle, Nvidia, Softbank Group And Cisco Today Announced Their Partnership To Build Stargate UAE' - OpenAI

Bank of America Securities analyst Vivek Arya maintained a Buy rating on Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) with a <a href="https://www.benzinga.com/quote/AMD/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $130</a> on Tuesday.
The company benefits from continued Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CPU share gains in server and PC, a rising tide in AI with higher content from upcoming rack-scale pipeline, along with related Middle East $10 billion multi-year contracts, and cyclical recovery, the analyst noted.
Arya&#8217;s segment analysis shows:
<ul class="wp-block-list">
<li>EPS power of $6.44 and $8.52 in the calendar year 2026 and 2027, or 15% and 20% above the Street consensus</li>
<li>A breadth of ownership across large-cap US active fund managers falling to only ~23% (versus May 2024 peak of 40%+ ownership)</li>
<li>Relative weightage versus SPX of only 0.2 times (versus a peak of 0.8 times year-on-year), as per the analyst&#8217;s BofA strategy data.</li>
</ul>
Valuation at just 20 times and 16 times PE on current calendar year 2026 and 2027 consensus (or 18 times and 13 times PE on Arya&#8217;s EPS power scenario) seems too compelling for a high-quality compute franchise with consistent management execution capable of growing topline 20%+ and adjusted EPS 30%+ for the next few years as per Arya.
Also Read: <a href="https://www.benzinga.com/tech/25/05/45542185/amd-unveils-powerful-new-ai-gaming-chips-at-computex-to-challenge-nvidia" target="_blank" rel="noreferrer noopener">AMD Unveils Powerful New AI, Gaming Chips At Computex To Challenge Nvidia</a>
The analyst also flagged AMD&#8217;s recent $6 billion addition to its buyback program.
Even though Arya expects Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) (80%+ share) and custom chips (10-15% share) to dominate, he noted AMD could be a credible 3%-4% share of the over $300 billion-$400 billion TAM in AI accelerator.
He said many customers have significant internal workloads and compute requirements for internal teams, and AMD can play an essential role.
Arya noted that the company&#8217;s recent acquisitions of rack-scale systems and improved software position it well, and it has received several public recognitions at Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), xAI, and others.
He expects AMD to showcase an impressive set of partners and AI pipeline across accelerators, systems, software, CPU, and networking at its upcoming June 12 AI event.
Overall, Arya noted potential upside in each of the following end markets Data Center CPU, Data Center GPU, Client/PC CPU, Gaming Consoles, and Embedded for an aggregate sales upside of ~$6.6 billion by calendar year 2027.
Price Action:&nbsp;AMD stock traded higher by 1.76% to $115.46 at Wednesday&#8217;s last check.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/asset-sales/25/05/45522354/intel-eyes-exit-from-networking-and-edge-business-to-refocus-on-pc-data-center-dominance-report" target="_blank" rel="noreferrer noopener">Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report</a></li>
</ul>
Image: Shutterstock

Price Target

Reiteration

INTC

AMD Could See EPS Upside By 2027 Despite Nvidia's Over 80% Market Share: Analyst

OpenAI&#8216;s Texas-based data center has reportedly secured an additional $11.6 billion in funding.
What Happened: The funding, a combination&nbsp;of debt and equity, would be used to expand the data center from two to eight buildings.&nbsp;According to Crusoe, this will bring the project&#8217;s total funding to $15 billion. Both Crusoe and the investment firm Blue Owl Capital are participating in the latest funding round, according to a report by&nbsp;<a href="https://www.wsj.com/tech/ai/openai-data-center-funding-microsoft-75e879b6">The Wall Street Journal</a>&nbsp;on Wednesday.
Set to be completed next year, the data center will be OpenAI&#8217;s largest, housing up to 50,000 Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell chips per building for training large language models.
The development of this site in the city of Abilene is a crucial&nbsp;step in minimizing OpenAI's reliance&nbsp;on&nbsp;Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>). OpenAI had previously relied exclusively on Microsoft for its computing power. However, last spring, OpenAI struck a deal with&nbsp;Oracle&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) to use the Abilene site&nbsp;after Microsoft gave its approval.
OpenAI did not immediately respond to Benzinga&#8217;s request for comment.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45533976/mr-wonderful-kevin-o-leary-says-elizabeth-warren-taking-an-un-american-position-by-challen" target="_blank" rel="noreferrer noopener">Mr Wonderful Kevin O&#8217;Leary Says Elizabeth Warren Taking An &#8216;Un American&#8217; Position By Challenging Crypto Law: &#8216;Bill Has Nothing To Do With Trump&#8217;</a>
Why It Matters:&nbsp;This development comes in the wake of OpenAI&#8217;s ongoing efforts to reduce its dependence on Microsoft. Earlier this month, OpenAI had <a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report">plans to cut</a> the share of revenue it pays to Microsoft by at least half by the end of the decade.
Moreover, another report suggested that the ChatGPT-maker was in <a href="https://www.benzinga.com/25/05/45340216/openais-ipo-ambitions-hang-in-the-balance-as-microsoft-negotiates-equity-report">high-stakes</a> negotiations with Microsoft to revise the terms of their multibillion-dollar partnership, with a key point of contention being the equity Microsoft would receive in the restructured OpenAI entity.
OpenAI plans to develop its own data center network as part of a long-term strategy. Earlier this year, CEO Sam Altman also announced a $500 billion infrastructure project called Stargate, in partnership with SoftBank and Oracle.
The new funding and expansion of the Texas data center signify a critical step in OpenAI&#8217;s strategic move towards self-reliance and its ambitious long-term infrastructure project, Stargate.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/05/45532747/a-completely-man-made-crisis-fox-news-host-comments-on-walmarts-price-hikes-due-to-trumps-tariffs" target="_blank" rel="noreferrer noopener">&#8216;A Completely Man-Made Crisis&#8217;—Fox News Host Comments On Walmart&#8217;s Price Hikes Due To Trump&#8217;s Tariffs</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Sam Altman's OpenAI Raises $11.6 Billion For Texas Data Center As It Moves To Reduce Reliance On Microsoft: Report

In the current market session, Oracle Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stock price is at $159.49, after a 0.09% drop. However, over the past month, the company's stock went up by 25.35%, and in the past year, by 28.00%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1747753242_0.png" alt="Past Year Chart" />

<h3>A Look at Oracle P/E Relative to Its Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 75.1 in the Software industry, Oracle Inc. has a lower P/E ratio of 37.47. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747753242_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into Oracle Inc's Price Over Earnings

<ul>
<li>Red Hat OpenShift generally available on Oracle Cloud Infrastructure (OCI)</li>
<li>Oracle Cloud Infrastructure adds Red Hat OpenShift support for Dedicated Regions and Oracle Government Cloud Regions and OpenShift on Compute Cloud@Customer</li>
<li>Red Hat OpenShift now compatible with many Oracle software applications</li>
</ul>
Red Hat, the world's leading provider of open source solutions, and Oracle today announced an expanded collaboration to break down barriers to hybrid cloud adoption. This latest joint effort delivers a more consistent, cloud-native foundation that is critical for next-generation workloads including AI by bringing Red Hat Enterprise Linux and Red Hat OpenShift support to more deployment options on <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.oracle.com%2Fcloud%2F&amp;esheet=54257230&amp;newsitemid=20250520218168&amp;lan=en-US&amp;anchor=Oracle+Cloud+Infrastructure&amp;index=1&amp;md5=764144fcdc5688b6556332dff40e38b7">Oracle Cloud Infrastructure</a> (OCI), including government, sovereign, and distributed cloud services.

Red Hat And Oracle Announce Expanded Collaboration To Break Down Barriers To Hybrid Cloud Adoption; Red Hat OpenShift Now Compatible With Many Oracle Software Applications

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder Larry Ellison, one of Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Co-founder Steve Jobs' closest friends, once listed the qualities one would need if they wanted to be like him.
What Happened: Speaking <a href="https://www.youtube.com/watch?v=j-Yk4k2tG4A">to</a> the Wall Street Journal after Jobs' passing, Ellison spoke about the depth of his <a href="https://www.benzinga.com/tech/25/05/45214914/steve-jobs-judged-every-idea-like-a-first-time-customer-expected-instant-clarity-and-was-brutally-direct-when-reviewing-new-ideas-said-ex-apple-engineer-behind-autocorrect">immersion in the creative process</a>, which he credited as the reason behind his success.
"You want to know you're like Steve Jobs? It's very simple," Ellison said. "You are unable to think about anything but these serious problems at work and you just—that's all you can do. And you obsess about it until you solve it. And then you move on to the next thing, and you obsess about that until you solve it. And then you obsess about this until you solve it."
Ellison went on to explain how that mindset, combined with Jobs' rare gifts to create something singular. "That obsessive-compulsive personality combined with this peculiar genius of Steve's—if you have that kind of obsession combined with Picasso's aesthetic and Edison's inventiveness, then you are the next Steve Jobs."
See Also: <a href="https://www.benzinga.com/tech/25/05/45512512/tesla-robotaxi-rival-waymo-announces-california-expansion-as-autonomous-taxi-race-heats-up">Tesla Robotaxi Rival Waymo Announces California Expansion As Autonomous Taxi Race Heats Up</a>
Why It Matters: Beyond Jobs' dedication, Ellison highlighted his <a href="https://www.benzinga.com/news/24/10/41196932/legendary-apple-co-founder-steve-jobs-once-said-being-the-richest-man-in-the-cemetery-doesnt-matter">complete disregard for typical success metrics like wealth or status</a>.
"Apple became the most valuable company on earth and it wasn't even one of Steve's goals," Ellison said. "He wasn't trying to be rich. He wasn't trying to be famous. He wasn't trying to be powerful. He was obsessed with the creative process and building something beautiful."
Other major figures in tech and business have also described Jobs in a similar vein. For example, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Co-founder <a href="https://www.benzinga.com/tech/25/05/45283751/bill-gates-called-steve-jobs-genius-in-a-way-you-cant-explain-and-said-i-dont-know-somebody-whos-just-like-him-while-reflecting-on-their-decades-long-collaboration-and-rivalry">Bill Gates called him a &#8220;genius in a way you can't explain.&#8221;</a>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45511920/cathie-wood-says-brand-damage-has-happened-for-tesla-but-believes-it-isnt-long-term-tesla-will-have-a-lock">Cathie Wood Says Brand Damage Has Happened For Tesla But Believes It Isn&#8217;t Long-Term: &#8216;Tesla&#8230;Will Have A Lock…&#8217;</a></li>
</ul>
Photo courtesy: drserg / Shutterstock.com

Larry Ellison Once Said, To Be 'The Next Steve Jobs,' You Need 'That Obsessive Compulsive Personality' Combined With 'Picasso's Aesthetic and Edison's Inventiveness'

A new Republican tax proposal backed by President Donald Trump and Sen. Ted Cruz (R-TX) could give every newborn in the U.S. a head start with a $1,000 investment account.
<h2 class="wp-block-heading">What Are MAGA Accounts?</h2>
The accounts are called &#8220;MAGA Accounts,&#8221; short for &#8220;money account for growth and advancement.&#8221; While the name echoes Trump's famous campaign slogan, the idea came from Cruz, who spent over a year promoting the concept inside the GOP and who initially used the name "Invest America."
"You can call it anything you like,&#8221; Cruz told <a href="https://www.semafor.com/article/05/12/2025/the-new-republican-maga-account-has-a-surprising-architect-ted-cruz">Semafor</a> on Monday. &#8220;What is powerful is enabling every child in America to have an <a href="https://www.benzinga.com/money/best-investment-accounts-for-kids">investment account</a> and a stake in the American free enterprise system.&#8221;
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
Under the proposal, the federal government would contribute $1,000 to an account for every baby born between 2025 and 2028. Families, friends, and even employers could contribute up to $5,000 each year. Children wouldn't be able to access the funds until they turn 18, and the money would accumulate interest.
Cruz said the goal is to help more Americans benefit from the <a href="https://www.benzinga.com/general/market-summary/25/05/45399940/warren-buffett-shows-how-patience-pays-98-of-his-160-billion-wealth-came-after-turning-65-thanks-the-power-of-compound-interest">power of compound interest</a> and grow up with a financial stake in the economy. "This will give everyone a stake," he said. &#8220;When every child has invested, it's no longer an abstract idea.&#8221;
<h2 class="wp-block-heading">Trump's Imprint</h2>
The MAGA accounts are part of a much larger piece of legislation dubbed &#8220;THE ONE, BIG, BEAUTIFUL BILL&#8221; — in all capital letters. Trump used the phrase on <a href="https://truthsocial.com/@realDonaldTrump/posts/114495946485549840">Truth Social</a>, writing, &#8220;The Bill is GREAT.&#8221;
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
The <a href="https://waysandmeans.house.gov/wp-content/uploads/2025/05/SMITMO_017_xml.pdf">bill</a> includes around $4.9 trillion in tax cuts and aims to follow through on Trump's campaign promises. It includes breaks for tipped and overtime workers, retirement-age Americans, and new taxes on private university endowments. It also includes significant cuts to programs like Medicaid, food stamps, and clean energy initiatives.
<h2 class="wp-block-heading">Cruz vs. &#8216;Baby Bonds&#8217;</h2>
Cruz emphasized that the MAGA accounts are different from Democratic &#8220;baby bond&#8221; proposals, which are more restrictive and don't allow private market investments. &#8220;That is just a government program,&#8221; Cruz said. &#8220;This is very much designed to get the next generation to invest in the market.&#8221;
Business leaders appear to be on board. Investor Brad Gerstner told <a href="https://www.youtube.com/watch?v=XpWyUqBYJfA">CNBC</a> on May 5 that companies like Uber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) are already interested in contributing to their employees&#8217; children's accounts. &#8220;You will have an account in the S&amp;P 500 that&#8217;s worth upwards of $50,000 to $60,000. It changes the game by getting everybody. This is the president&#8217;s Main Street agenda.&#8221;
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">What's Next?</h2>
House Speaker Mike Johnson (R-LA) is pushing for passage by Memorial Day. If it clears the House, the Senate is expected to make revisions.
Meanwhile, Democrats have slammed the broader bill, especially the proposed Medicaid cuts. Sen. Dick Durbin (D-IL) told Semafor, "Even a stopped watch is right twice a day,&#8221; giving faint praise to Cruz's MAGA account idea while criticizing the rest of the GOP proposal.
Read Next:
<ul class="wp-block-list">
<li>The team behind $6B+ in licensing deals is now building the next billion-dollar IP empire — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">invest early at $2.25/share.</a></li>
<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/mode-mobile-2">with $1,000 you can invest at just $0.30/share!</a></li>
</ul>
Image: Shutterstock

Personal Finance

DELL

UBER

'The One, Big, Beautiful Bill' Would Create 'MAGA' Savings Accounts—With A $1,000 Gift From The Government At Birth

The U.S. and China agreed to de-escalate their trade war by cutting tariffs by 115 percentage points, bringing U.S. duties on Chinese <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">goods down to 30%.</a>
The announcement sparked a broad-based equity rally, with the S&amp;P 500 climbing back to early March 2025 levels and erasing losses from President Donald Trump's &#8220;<a href="https://www.benzinga.com/government/regulations/25/05/45355655/magnificent-seven-gain-700b-after-us-china-slash-tariffs-gold-crashes-whats-driving-markets-monday">Liberation Day&#8221; tariff shock.</a>
The improved trade outlook also prompted economists to cut recession odds and upgrade U.S. growth forecasts for the second half of the year.
<h3 class="wp-block-heading">S&amp;P 500 Logs 5 Consecutive Winning Sessions</h3>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) closed 5% higher for the week, notching five straight sessions in the green.
Semiconductors kept powering higher. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) rose nearly 10% on the week, logging its fourth straight week of gains and delivering its best monthly rally since 2020.
Yet, clean energy stocks – as tracked by the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – outshined even chipmakers. Solar names surged after Republicans released a better-than-expected tax proposal <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">on renewable energy credits.</a> Shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) soared 27% for the week, leading the sector.
<h3 class="wp-block-heading">Trump&#8217;s Middle East Blitz Attracts $2 Trillion In Gulf Commitments</h3>
During his Middle East visit, President Trump secured around $2 trillion in trade and investment pledges from Gulf countries.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">Saudi Arabia committed $600 billion</a> in deals involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>).
<a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">Qatar followed with a $1.2 trillion package</a> focused on energy and infrastructure, inking major contracts with GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) and Boeing.
The United Arab Emirates signed a $200 billion deal to import over one million AI chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other initiatives with Exxon Mobil Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NASDAQ">XOM</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
<h3 class="wp-block-heading">UNH In Free Fall, Consumer Inflation Concerns Hit 1980s Levels</h3>
Back on Wall Street, one corporate giant is facing deep losses in what's shaping up to be one of the worst crises in its history. UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares nosedived 27% this week, marking the company&#8217;s worst weekly performance since the 2009 financial crisis and extending a five-week losing streak.
CEO Andrew Witty resigned Tuesday citing "personal reasons," while the company suspended 2025 guidance due <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">to surging medical costs</a>. A U.S. Department of Justice criminal probe into alleged fraud in its Medicare Advantage <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">program worsened investor fears.</a>
On the macro front, <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45374267/inflation-eases-in-april-as-trumps-tariffs-dont-push-prices-higher">April inflation data</a> signaled softening price pressures, but retail sales dropped, reflecting consumer <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">caution amid trade uncertainty</a>. Inflation expectations are also heating up again.
The <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45470155/consumer-sentiment-crashes-to-5-year-lows-as-inflation-fears-reach-1981-levels">University of Michigan's survey</a> showed the weakest sentiment since 2020 as the one-year consumer inflation outlook hit levels last seen in 1981.
<h3 class="wp-block-heading">Chart Of The Week: Year-Ahead Consumer Inflation Expectations Have Never Been This High Since Early &#8217;80s</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png" alt="" class="wp-image-918486" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech">US Slams Europe&#8217;s Digital Laws, Calls Them A Danger To Free Expression And American Big Tech </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Large Cap

Econ #s

Federal Reserve

FSLR

QCOM

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets

Press Releases

Orange County Picks Oracle's AI-powered Cloud Applications

Utilities Call on Oracle AI to Transform Customer Service

Commodities

Oracle Named #1 in Home Energy Management Systems by Guidehouse Research

Oracle Health Information Network Achieves Candidate Status for TEFCA QHIN

Contracts

Oracle and Entanglement Partner to Deliver Advanced Security to Governments and Enterprises

Chicago Public Schools Selects Oracle Fusion Applications to Maximize Educational Outcomes

Oracle Health Brings Proven AI Tech to Canadian Health Organizations to Reduce Physician Burnout and Improve Patient Experiences

Oracle, Cleveland Clinic, and G42 Announce Strategic Partnership to Launch AI-Based Global Healthcare Delivery Platform

Oracle Once Again Named a Leader in Gartner® Magic Quadrant™ for Supply Chain Planning Solutions

Oracle Named a Leader in Gartner® Magic Quadrant™ for Warehouse Management Systems for 10th Consecutive Year

Adeia

Appian Corporation - Class A Common Stock

Appian

CrowdStrike Holdings, Inc. - Class A Common Stock

CrowdStrike Holdings

CommVault Systems

Dolby Laboratories

Fortinet

Gen Digital

GitLab

Monday.Com

Microsoft

N-able

ServiceNow

OneStream

Palo Alto Networks

UiPath

Progress Software Corporation - Common Stock

Progress Software

Qualys

Rubrik

Rapid7

SentinelOne

Teradata

Tenable Holdings

Varonis Systems

Zscaler

Piper Sandler

Morgan Stanley

Mizuho

DA Davidson

Guggenheim

ソフトバンク (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>)がパープレキシティ(Perplexity)と契約、パープレキシティ・エンタープライズ・プロ(Perplexity Enterprise Pro）の正規代理店として、7,000人のメンバーからなる営業チームを動員して日本の企業への導入を加速させる。
出来事：先週月曜日、パープレキシティ(Perplexity)のアラビンド・スリニバス(Aravind Srinivas) CEOはソフトバンクが、ソフトバンクの決定は社内での導入と競合ツールに対する評価の結果であるとXに投稿して提携を発表した。この契約により、ソフトバンクがパープレキシティ・エンタープライズ・プロの初の正規代理店になることになり、パープレキシティのグローバルな拡大戦略の重要な指標を示すものとなる。
「このソフトバンクとの提携は、当社のグローバル拡大戦略における重要な一歩である」とパープレキシティ(Perplexity)はブログ記事で述べている。この契約は、2024年6月に始まったパープレキシティ(Perplexity)、ソフトバンク、ワイモバイル(Y! Mobile)、ラインモ(LINEMO)の既存の提携に基づいている。
エンタープライズ・プロを法人販売に先駆け、ソフトバンクは6か月にわたり内部全体に導入して検証してきた。
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Softbank has signed an agreement with Perplexity to be an authorized reseller of Perplexity Enterprise Pro and deploy their 7,000-member sales team to scale Perplexity&#39;s adoption in Japan. This comes after internally adopting Perplexity and evaluating it against other tools. &#x1f1ef;&#x1f1f5; <a href="https://t.co/uY9gMEj4d6">pic.twitter.com/uY9gMEj4d6</a>
&mdash; Aravind Srinivas (@AravSrinivas) <a href="https://twitter.com/AravSrinivas/status/1901763358019482076?ref_src=twsrc%5Etfw">March 17, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
なぜ重要なのか：この提携は、ソフトバンクの積極的なAIインフラの拡大のなかでのものだ。先週、ソフトバンクは<a href="https://www.benzinga.com/media/25/03/44327422/softbank-to-build-676-million-ai-data-center-in-japan-linked-to-openai-partnership">2026年までに150メガワット</a>の容量を備えた大規模なAIデータセンターを開発するため、約6億7600万ドルでシャープの大阪の工場を買収する計画を発表した。このデータセンターは、ソフトバンクがOpenAIとの戦略的パートナーシップを支援するものである。
ソフトバンクは、OpenAIへの150～250億ドルの投資を検討しているとした報道がある。これによりソフトバンクは、エヌビディア(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)、 データブリックス 、ストライプ、ズーム、スノーフレークを含む現在の7,000を超える組織が実行中のプラットフォームに加わることになる。これにより、日本企業は、日々約2,000万のクエリを実行することができる。
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/03/44212672/jamie-dimon-cashed-out-234-million-in-jpmorgan-stock-warren-buffett-stockpiled-334-billion-in-cash-weeks-later-markets-crashed-coincidence" target="_blank" rel="noreferrer noopener">ジェイミー・ダイモンはJPモルガンの株式2億3400万ドルを現金化し、ウォーレン・バフェットは3340億ドル—数週後、株価は暴落。数週間後に市場は暴落。偶然？</a></li>
</ul>

Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)は、米国が<a class="ticker" href="/stock/MC#NYSE">TikTok</a>に対して禁止処分を行うという見通しについて、投資家に財務上の潜在的な影響について注意を呼びかけています。
出来事: 木曜日の規制当局への申請書で、Oracleは今年4月にジョー・バイデン大統領が署名した新法により、中国のTikTok所有者が一定の条件を満たさない限り、TikTokに対してインターネットホスティングサービスを提供することが違法になる可能性があると<a href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001341439/d92207b0-c016-44ea-a770-4b6f6bb7982e.pdf">強調しています</a>。
同社は「もし我々がTikTokにそのようなサービスを提供できない場合、そして我々がその設備をすみやかに再配置できない場合、我々の売り上げと利益には悪影響が及ぶだろう」と述べています。
Oracleのクラウドインフラは、TikTokが米国のユーザーデータを保存し処理するために使用しているため、この分野で最も重要な顧客の一つです。潜在的な禁止措置により、Oracleの売り上げは大幅に減少する可能性があります。
アナリストは、OracleのTikTokからの年間収益を4億8000万ドルから8億ドルの間と見積もっています。この収益はOracleのクラウドインフラ事業の重要な貢献者であり、Bloombergは火曜日に報告し、2024年6月24日の決算期に約69億ドルの売上を上げました。
米議員は、中国法で企業に対して政府の要請に応じて国家安全保障に関連するデータを共有することを求めることで、TikTokが米国のユーザーに対して安全上の脅威を示していると長い間懸念を表明してきました。今年4月に署名された法律は、TikTokに対して新たに米国での買い手を見つけるか、禁止措置を受けるかについて270日以内に決断しなければならないと規定しています。 、さらには延期の可能性も存在します。
関連記事： トランプ前大統領が「ジョー・バイデンによる暗号通貨への攻撃を終わらせる」と誓う、Shiba Inuのバーン率が急上昇、トランプコインの謎とは
この懸念に対し、TikTokは、この法律を無効にするために訴訟を起こしたことにより、反発しています。 TikTokは、Oracleとの協力が、米国のデータを同社の親会社であるバイトダンス社から分離するためのものであると強調しています。 このイニシアチブは、Oracleの本社がある州にちなんで「プロジェクトテキサス」と名付けられています。
なぜ重要なのか: このパートナーシップにもかかわらず、Oracleは従来、TikTokとの関係については沈黙を保ってきました。同社の主要なクラウド顧客の中にTikTokを挙げることはありませんでした。 2020年、米国が最初にバイトダンスにアプリを米国の企業に売却するよう圧力をかけた時、Oracleは関心を持っていた一方で、TikTokとの関係についてはコメントを差し控えました。
TikTokは、米議員がユーザーデータのセキュリティを懸念していることを受けて、地政学的な問題に関する中心地となっています。 今年4月にバイデン大統領が署名した法律により、TikTokは米国での買い手を見つけるか、270日以内に禁止措置を受けるかについて決断しなければなりません。 、さらには延期の可能性も存在します。
TikTokは、このような懸念に対抗して、米国は国家安全保障上の懸念を解決するために<a href="/general/social-media/24/06/39424409/tiktok-argues-us-could-have-considered-alternatives-to-banning-app">アプリを禁止する代わりに別の手法を考慮することができた</a>と主張しています。同社はまた、米中の緊張の中で高級チップの安定供給を確保するための措置を講じています。
株価の行動: 月曜日、Oracle Corp.の株価は1.14%下落の134.89ドルで取引を終えました。アフターマーケット取引では、株価は0.10%下落しています。 これまでの1年間で、Oracleの株は、Benzinga Proのデータによると34.43%上昇しており、2024年6月24日には139.89ドルで取引を終えました。

オラクル・コーポレーション (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) の株価は、同社が<a href="https://www.benzinga.com/news/earnings/24/06/39280057/oracle-misses-q4-earnings-stock-surges-on-booming-ai-demand-openai-contract-partnership-with-google">第4四半期決算を発表した後、本日のプレマーケット取引で急騰しました。</a>
オラクルは自社の2021年4月～6月期決算において、予想を下回る決算を発表しました。同社は、アルファベット（Alphabet Inc）（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>）（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>）のGoogle Cloudと提携することも発表しました。
プレマーケット取引でオラクルの株は前場で135.00ドルに急騰しました。
以下は、プレマーケット取引で動いている他の銘柄です。
<h3 class="wp-block-heading">株価最大上昇</h3>
<ul>
<li>本日のプレマーケット取引でGolden Heaven Group Holdings Ltd（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDHG#NASDAQ">GDHG</a>）の株は0.3049ドル（70.3%高）に上昇しました。</li>
<li>本日のプレマーケット取引でWANG＆amp;LEE GROUP, Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WLGS#NASDAQ">WLGS</a>）の株は0.8760ドル（43.1%高）に上昇し、火曜日には16%上昇していました。</li>
<li>本日のプレマーケット取引でSurf Air Mobility Inc.（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRFM#NYSE">SRFM</a>）の株は0.3860ドル（38%高）となりました。 Surf Air MobilityはブラジルのCessna Caravanを運営するAsta社に電動パワートレインを供給する合意を締結しました。</li>
<li>本日のプレマーケット取引でBeamr Imaging Ltd.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMR#NASDAQ">BMR</a>）の株は5.64ドル（28.2%高）に上昇しました。 Beamrは、同社のクラウドソリューションが現在、Oracle Cloud Marketplaceで利用可能であると述べています。</li>
<li>本日のプレマーケット取引でCastellum, Inc.（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTM#NYSE">CTM</a>）の株は0.2410ドル（24.9%高）に上昇しました。</li>
<li>火曜日にTrianが同社に出資しているとの報告に続き、本日のプレマーケット取引でRentokil Initial plc（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTO#NYSE">RTO</a>）の株は30.01ドル（11.5%高）に上昇しています。</li>
<li>本日のプレマーケット取引でThe Aaron&#8217;s Company, Inc.（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAN#NYSE">AAN</a>）の株は8.88ドル（10.9%高）に上昇しました。</li>
<li>本日のプレマーケット取引でMereo BioPharma Group plc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MREO#NASDAQ">MREO</a>）の株は3.90ドル（10.8%高）に上昇しました。UltragenyxとMereoは、第2/3部分の第2相Orbit試験の14か月の結果を発表しました。</li>
<li>本日のプレマーケット取引でAyro, Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AYRO#NASDAQ">AYRO</a>）の株は0.8991ドル（9.6%高）に上昇しました。</li>
</ul>
<h3 class="wp-block-heading">株価最大下落</h3>
<ul>
<li>ナスダックは、ThermoGenesis Holdings, Inc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THMO#NASDAQ">THMO</a>）の株がプレマーケット取引で49.8%下落し0.2691ドルに低下したことを受け、同社のリスティング維持要請を拒否しました。同社の株は2024年6月17日の取引開始時に取引が停止されます。</li>
<li>火曜日には4%下落していたことを受け、本日のプレマーケット取引でClene Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLNN#NASDAQ">CLNN</a>）の株は0.31ドル（24.7%下落）に低下しました。</li>
<li>本日のプレマーケット取引でTonix Pharmaceuticals Holding Corp（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TNXP#NASDAQ">TNXP</a>）の株は1.61ドル（24.4%下落）に下落しました。同社は株式の公開募集を発表しました。</li>
<li>火曜日の取引で17%上昇した後、本日のプレマーケット取引でKWESST Micro Systems Inc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KWE#NASDAQ">KWE</a>）の株は0.7965ドル（21.9%下落）に下落しました。KWESST Micro Systemsは最近、ソフトウェア開発サービスに関するThales Canada社から最大4800万カナダドル相当のサブ契約を受けました。</li>
<li>火曜日には5%上昇していたことを受け、本日のプレマーケット取引でShiftPixy, Inc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PIXY#NASDAQ">PIXY</a>）の株は1.32ドル（14.3%下落）に低下しました。</li>
<li>火曜日には5%下落していたことを受け、本日のプレマーケット取引でOblong, Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OBLG#NASDAQ">OBLG</a>）の株は0.1723ドル（14.2%下落）に低下しました。Obglongは最近、Dwellwell Analyticsを取得するための拘束力のない意向書に署名しました。</li>
<li>火曜日には混合の四半期決算を発表し、本日のプレマーケット取引でPetMed Express, Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PETS#NASDAQ">PETS</a>）の株は4.06ドル（13.8%下落）に低下しました。同社は、四半期決算において難しいマクロ環境と業界の動向が結果に悪影響を及ぼしたと述べています。</li>
<li>火曜日には13%上昇した後、本日のプレマーケット取引でmF International Limited（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MFI#NASDAQ">MFI</a>）の株は0.99ドル（13%下落）に低下しました。</li>
<li>火曜日には32%上昇した後、本日のプレマーケット取引でCalidi Biotherapeutics, Inc.（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLDI#NASDAQ">CLDI</a>）の株は0.2370ドル（12.2%下落）に低下しました。Calidi Biotherapeuticsは最近、肺がんおよび転移性固形腫瘍のためのCalidiのRTNovaウイロセラピーを進めるためにSIGA Technologies社と協力することを発表しました。</li>
<li>火曜日に23%下落した後、本日のプレマーケット取引でBig Tree Cloud Holdings Limited（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DSY#NASDAQ">DSY</a>）の株は2.45ドル（11.9%下落）に低下しました。Big Tree Cloudは最近、Plutonian Acquisition Corp とのビジネスコンビネーションを完了したことを発表しました。</li>
</ul>

Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)の幹部は、Facebook（Metaの親会社）に対する政府規制の影響についての質問に対して、CEOのマーク・ザッカーバーグと最高財務責任者（CFO）のスーザン・リ氏を含む企業の指導者たちが慎重な姿勢を見せた。
水曜日に同社が行った<a href="https://www.benzinga.com/news/earnings/24/04/38416273/meta-platforms-q1-earnings-highlights-facebook-owner-beats-estimates-but-guidance-higher-costs-ding">第1四半期決算の電話会議中</a>、リ氏はTikTokに対する規制についての質問に対して、Metaのビジネスに対するその影響を評価するにはまだ時期尚早だとして、回答を見送った。
Truist Securitiesのユセフ・スカリ氏が、ザッカーバーグ氏に対して質問を投げかけた。「マーク、今日はTikTokに対する規制または売却が早めに終わったことを踏まえて、アメリカのソーシャルメディアの風景にどのような影響を与えると思いますか？」
スカリ氏はさらに、「政府が勝ち組と負け組を選ぶと考える人々に何と答えますか？」とも質問した。
ザッカーバーグ氏はこの質問には答えず、その後リ氏が答えたのは、「明らかにTikTokに関連する出来事を注意深く見守ってきたが、この時点ですでにTikTokの規制についての影響評価や、当社のビジネスにとってどういう意味を持つのかを評価するにはまだ時期尚早だと思う。」となった。
TikTokに対する規制は、テクノロジー業界で多大な関心の的となっている。アメリカ合衆国下院と上院がTikTokの規制または売却に繋がる法案を可決し、その後、バイデン大統領がそれを署名し、水曜日に<a href="https://www.benzinga.com/markets/asia/24/04/38418913/tiktok-fights-back-we-arent-going-anywhere-whats-next-for-users">法律にしました</a>。
TikTokのCEO、シュウジ・チュウは、TikTokの法人アカウントに投稿された２分間の<a href="https://www.tiktok.com/@tiktok/video/7361448925972155679" target="_blank" rel="noreferrer noopener">動画</a>で、「誤解しないでください。これは禁止です、TikTokやあなたとあなたの声の禁止です」と述べた。
前大統領のドナルド・トランプは、TikTokに対する潜在的な規制に<a href="https://www.benzinga.com/news/24/04/38368049/trump-reverses-tiktok-ban-stance-accuses-biden-of-favoring-zuckerbergs-meta-doing-it-to-help-faceboo">繰り返し反対の意思を示しており</a>、新大統領のバイデン氏が、ザッカーバーグ氏が率いるFacebookによるソーシャルメディアプラットフォームに対する影響力の増大、および、共和党にとっては選挙への潜在的な干渉を援助していると非難している。
一方、Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。「会社がアメリカを去る場合、再分配されたTikTokの収益の最大の受益者は、グーグルが２番目に受益する」とリポートで指摘している。
Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。
一方、Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 「会社がアメリカを去る場合、再分配されたTikTokの収益の最大の受益者は、グーグルが２番目に受益する」とリポートで指摘している。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。
Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 「会社がアメリカを去る場合、再分配されたTikTokの収益の最大の受益者は、グーグルが２番目に受益する」とリポートで指摘している。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。
ベンチュアキャピタルのアナリスト、ダン・アイブズ氏は、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。 Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。 
Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 「会社がアメリカを去る場合、再分配されたTikTokの収益の最大の受益者は、グーグルが２番目に受益する」とリポートで指摘している。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。
ベンチュアキャピタルのアナリスト、ダン・アイブズ氏は、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。 Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている。 
Wedbushのアナリストたちは、マイクロソフト（Microsoft Corp.）とオラクル（Oracle Corp.）はTikTokの「購買候補」と考えているが、Metaとグーグル（Google）が<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38358239/microsoft-and-oracle-could-be-tiktoks-likely-buyers-but-real-winners-would-be-mark-">勝ち進む可能性がある</a>とも付け加えた。 「会社がアメリカを去る場合、再分配されたTikTokの収益の最大の受益者は、グーグルが２番目に受益する」とリポートで指摘している。 Wedbushのダン・アイブズ氏は以前、大手テクノロジー企業に対するTikTok規制の<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37689925/tiktok-ban-benefits-meta-and-others-but-us-is-playing-a-little-with-fire-says-wedbu">潜在的な影響</a>について語り、この状況は「慎重な斜面」と「転機」だと述べている

メタの幹部であるマーク・ザッカーバーグとスーザン・リー氏｜TIkTokに対する規制が早すぎると言及

Comments

Oracle

ニュース

最新ニュース Oracle (NYSE:ORCL) 株価情報

火曜日, 3 18, 2025

火曜日, 6 25, 2024

水曜日, 6 12, 2024

木曜日, 4 25, 2024

こんな人も見ています

ニュース

パートナーシップ

ベンジンガ・グローバル