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09.10.26 - 10:12
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Nvidia, Oracle und CoreWeave fallen: OpenAI-Umsatz-Zahl verunsichert Anleger (Ariva)
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Neue Umsatzangaben von OpenAI setzen KI-Aktien unter Druck. Der ChatGPT-Entwickler wächst weiterhin kräftig. Warum dennoch 50 statt 68 Milliarden US-Dollar im Raum stehen. OpenAI hat seinen Investoren für Ende September einen annualisierten Umsatz von rund 50 Milliarden US-Dollar mitgeteilt. CNBC hat diese Angabe bestätigt. Ende des vergangenen Monats war noch von 68 Milliarden US-Dollar die Rede gewesen. Die Kennzahl rechnet das aktuelle Umsatztempo auf ......
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09.10.26 - 10:00
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Oracle-Aktie -6%: Zieht OpenAI sie jetzt in den Abgrund? (Sharedeals)
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Die Oracle-Aktie konnte sich in den letzten Wochen in einem Kurskorridor zwischen 130 und 160 US$ stabilisieren. Doch am gestrigen Donnerstag ging es für den Software- und Cloud-Gigaten um fast -6% bergab. Was steckt hinter dem starken Kursrückgang und müssen sich Anleger jetzt schon wieder Sorgen um die weitere Kursentwicklung machen? Eine schlechte Prognose Auslöser […]
The post Oracle-Aktie -6%: Zieht OpenAI sie jetzt in den Abgrund? first appeared on sharedeals.de....
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08.10.26 - 21:38
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers (ZeroHedge)
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers
Two weeks ago, Oracle told the world that Project Jupiter, its massive 2.45GW New Mexico mega-campus for OpenAI, was "on schedule." It also sent a force majeure notice to the developer.
Today we found out how it plans to square that circle: with a lot of trucks.
According to Bloomberg, Oracle has been quietly keeping several data centers on track by hauling compressed natural gas (CNG) by road straight to the server farms, and is now weighing the same stopgap for Project Jupiter, where the gas pipeline that is supposed to feed the campus is running late and threatening the timeline. The plan would let Oracle bring the early phases online before the pipe enters service.
Oracle shares slid about 5.5% on the report...
.... while Bloom Energy (BE), which happens to have a 2.4GW fuel cell contract for Project Jupiter (fuel cells which, last we checked, run on natural gas), tumbled 8%
Regular Re...
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08.10.26 - 15:15
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ScaleNorth Announces Gold Sponsorship of SuiteWorld 2026 (PR Newswire)
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Leading NetSuite advisory, implementation, and BPO services provider to sponsor NetSuite's annual user conference SANTA ANA, Calif., Oct. 8, 2026 /PRNewswire/ -- ScaleNorth today announced that it is a gold sponsor of SuiteWorld 2026, Oracle NetSuite's largest celebration for customers......
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08.10.26 - 05:49
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AI boom reportedly drives tech giants toward new debt financing for chips (Digitimes)
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Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes traditional financing channels to their limits. According to The Wall Street Journal, Broadcom is working to arrange more than US$50 billion in financing for custom AI chips it is developing with OpenAI, while Oracle is discussing financing with Apollo and Goldman Sachs for a major chip purchase. SpaceX has also held talks with lenders over a potential US$40 billion financing package for Nvidia chips....
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08.10.26 - 00:01
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XETR: DIVIDEND/INTEREST INFORMATION - 09.10.2026 - US68389X1054 (XETRA)
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Das Instrument ORC US68389X1054 ORACLE CORP. DL-,01 EQUITY wird cum Dividende/Zinsen gehandelt am 08.10.2026 und ex Dividende/Zinsen am 09.10.2026
The instrument ORC US68389X1054 ORACLE CORP. DL-,01 EQUITY has its pre-dividend/interest day on 08.10.2026 and its ex-dividend/interest day on 09.10.2026...
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