According to @CNBC, Oracle's Magouyrk said OpenAI can "of course" pay $60 billion per year, highlighting the potential scale of AI infrastructure spending under discussion, source: CNBC. For traders, the remark flags sizable revenue optionality for Oracle Cloud and broader AI infrastructure suppliers, making ORCL and cloud compute peers sensitive to headline-driven order flow, source: CNBC. Crypto markets may experience a sentiment read-through into AI-linked narratives as investors track legacy AI capex headlines, with positioning likely to react to CNBC’s reporting cadence on large AI spend commitments, source: CNBC.

According to @StockMKTNewz, Oracle (ORCL) and Meta (META) are reportedly in talks on a $20 billion AI cloud computing deal. According to @StockMKTNewz, Oracle shares moved higher in after-hours trading on the report. According to @StockMKTNewz, the update did not mention any cryptocurrency exposure or digital asset plans.

According to @stocktalkweekly, Oracle's total backlog increased 359% to 455 billion dollars, implying a prior backlog near 99.1 billion dollars based on the stated growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, Oracle Cloud revenue is expected to grow 77% to 18 billion dollars this year. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, forward targets for Oracle Cloud revenue are 32, 73, 114, and 144 billion dollars over the subsequent four years, which implies growth from 18 to 144 billion dollars at an approximate 68% compound annual growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, the year-over-year growth profile implied by these targets is approximately 78%, 128%, 56%, and 26%, concentrating the steepest ramp in the first two years for traders tracking revenue cadence in ORCL. Source: calculations based on figures from @stocktalkweekly on X, Sep 9, 2025. No direct cryptocurrency market implications were provided in the source. Source: @stocktalkweekly on X, Sep 9, 2025.

According to @DeepLearningAI, OpenAI plans a new build with Oracle that would add 4.5 gigawatts of data-center capacity as an outgrowth of the “Stargate” program (source: DeepLearning.AI tweet, Aug 28, 2025). The plan follows a 1.2-gigawatt site in Abilene, Texas (source: DeepLearning.AI tweet, Aug 28, 2025). The Wall Street Journal reported OpenAI will pay Oracle $30 billion annually for this buildout (source: The Wall Street Journal). For traders, the reported $30 billion annual payment indicates a potentially material expansion of Oracle’s cloud infrastructure revenues if executed (source: The Wall Street Journal). In Texas, large flexible loads such as crypto mining operate on the ERCOT grid, so additional AI data-center demand can influence regional power dynamics that also affect mining operations and related equities (source: ERCOT public statements on large flexible loads, 2023–2024).

According to The Stock Sniper (@Ultra_Calls), missing the overnight hold on Oracle (ORCL) resulted in lost gains after a strong earnings report, underscoring the significant volatility and opportunity in post-earnings trading strategies (Source: Twitter). This event highlights the importance of timing in stock trades and may influence short-term risk sentiment in the crypto market, as traders react to cross-market volatility.