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Oracle Stock Drops Amid $400B OpenAI Partnership

9/25/2025

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Story summary
  • Oracle Corporation (ORCL) stock fell after OpenAI announced five new Stargate AI data centers.
  • OpenAI and SoftBank will collaborate with Oracle, committing over $400 billion to this project over three years.
  • Analysts expect Oracle's capital expenditures to reach $34.2 billion this fiscal year.
  • Oracle aims to raise $15B via bonds to fund cloud ambitions, following a $300B OpenAI deal.