Behold, the shares of Oracle (ORCL +9.64%) have taken a most spirited leap this Monday, a performance prompted, as these things often are, by the pronouncements of those who claim to foresee the future – the analysts, if you will. A curious breed, indeed.
By the close of trading, Oracle’s stock had ascended by more than 9%, a rise not unlike a character suddenly discovering a long-lost inheritance. One might almost suspect a hidden benefactor, were we not dealing with the decidedly less romantic realm of finance.
The Specter of OpenAI, or Fears Most Baselessly Conceived
It appears the recent anxieties concerning Oracle’s fortunes were, shall we say, somewhat overblown. Mr. Gil Luria of Davidson, a gentleman possessed of considerable faith in the markets, has upgraded his assessment of the tech titan, declaring it a ‘buy’ after a period of neutral observation. A change of heart, most opportune.
Oracle’s shares, having fallen more than half from their previous zenith, now appear to reflect the risks inherent in their deepening entanglement with OpenAI – a company that consumes computing power with the voracity of a king demanding tribute, yet manages to remain stubbornly unprofitable. A most peculiar paradox.
In September, Oracle enjoyed a surge of prosperity, fueled by impressive growth in its cloud computing endeavors. Yet, much of this bounty stemmed from OpenAI’s insatiable appetite for computational resources. When whispers arose concerning OpenAI’s ability to sustain its extravagant ambitions, investors naturally questioned whether Oracle’s projected revenues would materialize. A perfectly reasonable apprehension, one might add.
“We had, in the past, been rather critical of this alliance,” Mr. Luria confides, “but now believe the market has finally begun to appreciate the inherent risks.” A most diplomatic assessment, revealing a shrewd understanding of the fickle nature of public opinion.
Mr. Luria now expresses a degree of confidence in OpenAI’s ability to finance its infrastructure, at least for the foreseeable future. He suggests that the AI model developer may already possess as much as $40 in reserves, and anticipates another $100 billion in fundraising by the quarter’s end. A truly staggering sum, enough to build a palace – or, perhaps, an endless supply of servers.
TikTok’s Dance: A Potential Fortune
Furthermore, it is noted that Oracle has entered into an agreement to acquire a 15% stake in TikTok’s U.S. operations. Mr. Luria believes this will secure TikTok as a core cloud computing client for Oracle. A most advantageous arrangement, transforming a potential distraction into a source of revenue. One might even call it a stroke of genius, though such pronouncements are best left to the playwrights.
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2026-02-10 02:02