OpenAI expands deal with Oracle to develop an additional 4.5 gigawatts of capacity in Stargate data centers. OpenAI alleges the additional capacity will create over 100k jobs across construction and operational roles right here in the U.S.
https://www.cnbc.com/2025/07/22/openai-orac...
Oracle
ORCL
trading on NYSE
since 1986
$248.72
(Δ -2.27%)
-$5.77 since open
Oracle is a global technology company that provides a comprehensive suite of enterprise software, cloud computing services (SaaS, PaaS, IaaS), and hardware systems, primarily known for its powerful database management systems, all designed to help businesses manage and analyze data, streamline operations, and drive digital transformation.
| type | open | high | low |
market cap |
volume |
|---|---|---|---|---|---|
| stock | $255.76 | $260.87 | $253.32 | $703.89B | 15.55M |
| eps | p/e | p/s |
operating margin |
profit margin |
yield |
| +$1.05 | 65.63 | 50.59 | 30.84% | 20.78% | 0.80% |
Oracle showing up to the AI arms race is like bringing a garden hose to a gun fight. Every other company has their own LLMs and GPU clusters, and Oracle’s over here trying to upsell cloud storage like it’s still 2014. At this point, their AI strategy feels less “artificial intelligence” and more “actual irrelevance.”