According to @StockMKTNewz, Nvidia NVDA CEO Jensen Huang told CNBC that Oracle ORCL will be "wonderfully profitable" despite reports of a GPU profit squeeze, signaling confidence in partner margins and sustained AI compute demand, source: CNBC via @StockMKTNewz. The CNBC remarks directly address concerns about Oracle’s GPU economics in its cloud AI offerings, indicating expectations of improved profitability on deployed Nvidia GPUs, source: CNBC via @StockMKTNewz. For equity traders, the CEO’s on-air guidance supports a constructive near-term sentiment read for NVDA and ORCL tied to AI infrastructure revenue and margin visibility, source: CNBC via @StockMKTNewz. For crypto markets, traders tracking AI narratives may watch sentiment spillover into AI-linked themes given the headline strength in core AI infrastructure, source: CNBC via @StockMKTNewz.

According to @DeepLearningAI, OpenAI, Oracle, and SoftBank announced five new U.S. data-center sites plus Stargate UK, bringing the current Stargate buildout to about $1 trillion. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, the roadmap targets 20 gigawatts of capacity worldwide, with projections up to 100 gigawatts. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, 1.5 gigawatts of capacity is planned for Ohio and Texas within 18 months. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, Oracle will oversee construction while Nvidia will supply up to 31,000 GPUs. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, Nvidia also pledged a $100 billion investment in OpenAI. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885 According to @DeepLearningAI, the announcement did not mention cryptocurrencies or tokens, indicating no direct crypto-specific details in this release. Source: DeepLearning.AI (X post, Oct 4, 2025) https://twitter.com/DeepLearningAI/status/1974489727702077885

According to @OpenAI, the company announced five new Stargate sites in partnership with Oracle and SoftBank and stated this puts it ahead of schedule on its 10-gigawatt compute commitment first outlined in January. Source: OpenAI on X, Sep 23, 2025; OpenAI company blog. Oracle is explicitly named as a buildout partner, extending the firms’ existing AI infrastructure collaboration after OpenAI selected Oracle Cloud Infrastructure to augment Microsoft Azure for AI workloads. Source: OpenAI on X, Sep 23, 2025; Oracle press release, June 11, 2024. The 10 GW roadmap underscores rapidly rising data center power needs, with the International Energy Agency projecting data centers, AI, and crypto could consume around 1,000 TWh in 2026 versus roughly 460 TWh in 2022, highlighting potential grid and pricing pressures relevant to energy-exposed assets. Source: International Energy Agency, Electricity 2024 report. For crypto markets, tighter power markets from accelerated AI compute buildouts can affect Bitcoin miners’ operating costs and curtailment dynamics in hubs like Texas, where miners monetize demand response during grid stress. Source: International Energy Agency, Electricity 2024; Riot Platforms 2023 Annual Report on ERCOT power credits and curtailment. AI-linked crypto assets such as RNDR, FET, and WLD have historically shown sensitivity to major AI infrastructure catalysts and AI equity rallies around NVIDIA events, making them relevant for momentum monitoring on this headline. Source: Kaiko Research, March 2024; Binance Research, 2024 AI Narratives report. Equity traders can focus on Oracle ticker ORCL and SoftBank Group ticker 9984.T given their explicit involvement, while monitoring NVIDIA ticker NVDA and power-exposed names due to downstream demand signaled by the scale and partners named. Source: OpenAI on X, Sep 23, 2025; International Energy Agency, Electricity 2024.

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 (ORCL), Silver Lake, and Andreessen Horowitz will take an 80% stake in TikTok U.S. as part of a deal with China. According to @stocktalkweekly, the source adds that U.S. users will be migrated to a new app currently under development. The source does not cite official confirmations from the companies, which keeps headline risk elevated for ORCL in the near term according to the source. Based on @stocktalkweekly's post, equity traders may watch ORCL for gap risk, options IV expansion, and volume spikes on follow-up headlines. Based on @stocktalkweekly's report, crypto traders may monitor SocialFi and AI-related tokens for sentiment spillover from a potential reshaping of the U.S. social-media landscape; the source does not mention specific cryptocurrencies.

According to @sama, the effort involves partners Microsoft, Nvidia, Oracle, Google, and CoreWeave, confirming active collaboration across multiple providers (source: @sama on X, August 7, 2025). According to @sama, lots of GPUs are working overtime, indicating substantial live GPU utilization at the time of posting (source: @sama on X, August 7, 2025). According to @sama, no cryptocurrencies or blockchain integrations are mentioned in the post, and no token tickers are cited (source: @sama on X, August 7, 2025).

According to @StockMKTNewz, the S&P 500 closed today with Oracle (ORCL) up 13.3%, Newmont (NEM) up 4.9%, and Cardinal Health (CAH) up 4.6% as the top three gainers. On the downside, Boeing (BA) dropped 4.8%, Albemarle (ALB) fell 4%, and notably, Coinbase (COIN) slid 3.8%. The decline in Coinbase (COIN), a key crypto exchange stock, signals increased volatility and potential risk-off sentiment in the broader cryptocurrency market. Traders should watch for follow-through effects on Bitcoin (BTC), Ethereum (ETH), and related crypto assets in the next session. Source: @StockMKTNewz on Twitter, June 12, 2025.