CORNYVERSE

In a landmark day for the tech industry that saw all three major U.S. indices close at record highs, two monumental deals have sent powerful ripples across global markets, signaling a seismic shift in the landscapes of artificial intelligence and social media. NVIDIA, the undisputed leader in AI hardware, announced a staggering potential investment of up to $100 billion in OpenAI, a move aimed at architecting the very future of AI infrastructure. This news alone propelled NVIDIA's stock to an all-time high, re-igniting a fervent bullish sentiment around AI. Simultaneously, the long and politically charged saga of TikTok's U.S. operations has reached a pivotal resolution. A U.S. joint venture, with enterprise software giant Oracle playing a central security role, is set to take control, a development confirmed by White House officials. This intricate deal, designed to navigate complex national security concerns, immediately validated Oracle's strategic positioning, rewar...

Oracle just delivered one of the most stunning announcements in recent memory, sending its stock into the stratosphere in after-hours trading. The legacy tech giant has forcefully declared itself a dominant player in the AI revolution, and the market's reaction has been nothing short of explosive.   📊 Key Takeaways Historic After-Hours Surge: Oracle's stock skyrocketed by as much as 28% in extended trading after its earnings call, a direct reaction to its incredibly bullish future guidance. AI-Fueled Growth Engine: The company projected its cloud infrastructure (OCI) revenue will grow a staggering 77% this fiscal year, driven by massive demand for AI workloads from clients like OpenAI. Record-Breaking Future Revenue: Remaining Performance Obligations (RPO)—a measure of future contracted revenue—exploded by 359% to $455 billion, signaling a massive, locked-in growth pipeline. Market Perception Shift: Despite narrowly missing current quarter estimates, investors c...