Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing costs and cloud growth. Read for more.

Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

SoftBank is reportedly considering a historic $25 billion investment in OpenAI, which could surpass Microsoft's stake and position SoftBank as the ChatGPT maker's largest investor.

Microsoft Corp (NASDAQ: MSFT) is in talks to acquire ByteDance Ltd-owned TikTok US arm, President Donald Trump said. TikTok has 170M US users, accounting for 4% of the US digital ad market. Other bidders include AI startup Perplexity and Frank McCourt.

As Oracle (ORCL) joins the Stargate Project, a new $500B AI infrastructure initiative, are there risks to Microsoft (MSFT) - OpenAI partnership. Read more here.

Oracle’s announcement comes after the company’s chairman, Larry Ellison, joined OpenAI CEO Sam Altman and SoftBank CEO Masayoshi Son to announce their joint Stargate Project, which seeks to spend as much as $500 billion constructing AI data centers across the US.

UBS tells investors in a research note that the “modest” 2% impact on Microsoft (MSFT) shares on Monday “felt about right,” as the DeepSeek

We recently published a list of Jim Cramer’s Bold Predictions About These 12 AI Stocks. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other AI stocks that Jim Cramer has made predictions about.

Stocks Feeling the Heat. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other stocks feeling the heat from the DeepSeek AI effect. Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of $454 billion, has been making significant strides in the rapidly evolving technology landscape.