SoftBank and OpenAI's Stargate aims building small data center by year-end, WSJ reports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 22 2025
0mins
Should l Buy ORCL?
Source: Yahoo Finance
Stargate Project Update: The Stargate initiative, a collaboration between OpenAI, SoftBank, and Oracle aimed at enhancing U.S. AI capabilities, is now focusing on establishing a smaller data center in Ohio by the end of the year, amidst internal disagreements over partnership terms.
Government Support for AI Development: President Trump has emphasized the importance of the AI sector in competing with China, previously announcing a $500 billion investment in the Stargate Project to create over 100,000 jobs, while also pushing for energy capacity expansion to support such technological advancements.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 309.59 USD with a low forecast of 180.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 142.820
Low
180.00
Averages
309.59
High
400.00
Current: 142.820
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Price Recovery Context: With Oracle's shares down over 50% from their 52-week highs, Luria asserts that the current stock price more accurately reflects the risks associated with OpenAI, boosting investor confidence.
- Cloud Business Growth: Oracle reported shocking growth in its cloud computing business in September, primarily driven by OpenAI's strong demand for computing power, despite market concerns regarding OpenAI's profitability.
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See More
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- Tech Stock Performance: Oracle's stock surged by 9.85%, becoming a key winner in the S&P 500 and nearly recovering last week's losses, reflecting analysts' optimistic outlook on its future performance and bolstering investor confidence in the software sector.
- AI-Driven Rotation: Nvidia's stock increased by 2.58%, continuing to benefit from the AI infrastructure boom, while software and service stocks generally declined, indicating market concerns over the traditional SaaS business model, which may lead to shifts in industry dynamics.
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See More
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- Compensation Opportunity: Investors participating in the class action may receive compensation without any out-of-pocket costs, indicating a risk-free remedy for affected investors and enhancing awareness of legal protections available to them.
- Law Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and influence in handling similar cases.
- Debt Disclosure Issues: The lawsuit claims that Oracle failed to disclose its need for significant additional debt to build AI infrastructure at the time of the offering, which could raise questions about the creditworthiness of these bonds, thereby impacting their market performance.
See More
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- Impact of OpenAI Restructuring: Analysts believe that the restructuring of OpenAI will allow it to re-emerge as Google's top competitor in the AI space, a shift that is expected to directly benefit Oracle by enhancing its market position and revenue potential.
- Technical Analysis: Although Oracle's stock is currently trading below all key moving averages, indicating ongoing bearish pressure, the RSI at 27.25 suggests a potential bounce, prompting investors to be cautious of persistent selling pressure.
- Support and Resistance Levels: Oracle's key support is at $154.50, while resistance is at $163.50; a failure to hold the support level could signal further declines, whereas a break above resistance might indicate a reversal opportunity.
See More
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- Individual Stock Surge: AppLovin Corp. (NASDAQ:APP) surged more than 14% after logging four consecutive weekly declines, reflecting optimistic market sentiment regarding its future growth potential, which could draw more investor attention to the company.
- Commodity Market Recovery: Oil prices rose over 2% to $64.6 a barrel, while gold rebounded 2.5% to $5,090 an ounce, and silver soared over 6% to $82 an ounce, indicating an improvement in market risk appetite that may positively impact related industries.
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