Oracle in Talks with Meta for $20 Billion AI Cloud Computing Deal
about 1 month ago
Host
"Oracle, a late pop on that redhead, up about 4% at the close. The company is in talks with Meta on a $20 billion AI cloud computing deal."
Oracle (ORCL) is benefiting from its strong positioning in AI cloud computing, with reports of negotiations for a $20 billion deal with Meta adding to its momentum, as evidenced by an 85% YTD rally.
Scores
Alpha Potential
7.0/10
Novelty
8.0/10
Credibility
8.0/10
Timeliness
8.0/10
Overall
7.8/10
Sentiment
Bullish
Conviction
Medium
Tier
Company Commentary
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Episode Information
Episode:
Closing Bell: FedEx Rallies, Apple Rises, Oracle Rises on Meta AI Cloud Deal
Source:Stock Movers
Published:
September 19, 2025
Idea Type:
Company Commentary