Oracle Corp

• Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
• Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
• Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
• Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
• AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading - AI-related names have made losses since Oracle's mixed results on Wednesday.
• Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
• Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
• Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
• Oracle's stock slides 7% on revenue miss even as AI backlog soars - Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
• From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion - Meta’s push to develop its next frontier model, codenamed Avocado, under new AI leadership is creating internal friction as it races rivals OpenAI and Google.