AI Market Movers · Cloud platforms
Oracle
ORCL
Oracle became the other cloud in this cycle: Stargate-scale capacity and a late, expensive rush into GPUs for customers who were already on Oracle anyway.
- Site
- oracle.com
- Who
- Safra Catz, CEO
In the Daily
· Closing Time
Closing Time: The rivals booked a standards roomOpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Morning Brief
Musk calls extinction a psyopAnthropic staff double down on AI peril warnings as Elon Musk cries setup — plus Altman’s slowdown talk, Nvidia’s Groq probe, Oracle’s AI backlog, and Watch.
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.