Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.

Stocks Feeling the Heat. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other stocks feeling the heat from the DeepSeek AI effect. Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model

President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about

Leaders at Oracle , the main cloud computing provider for TikTok's U.S. operations, have told some staff to prepare to shut down servers that host U.S. TikTok data as soon as 9 p.m. ET on Saturday (0200 GMT on Sunday) in advance of a U.

Oracle's shares have surged ~50% over the past year, driven by accelerating cloud infrastructure growth and attractive valuation multiples compared to peers. Read more here.

Austin, Texas-based Oracle Corporation (ORCL) offers products and services that address enterprise information technology environments. Valued at a market cap of $442.7 billion, the company offers cloud solutions and services that can be used to build and manage various cloud deployment models.

This prompted the heavy selling of shares that have been boosted by the AI boom, namely chip stocks. In addition to Nvidia ( NVDA ), Broadcom ( AVGO) tumbled 17%, while the Taiwan Semiconductor Manufacturing Company's ( 2330.TW, TSM) US-listed shares ended Monday's session 13% in the red.

Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number of AI chips needed for this venture. The project, meanwhile, will help Oracle become a much bigger player in cloud computing.

US stocks dropped sharply Monday — and chipmaker Nvidia lost nearly $600 billion in market value — after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the aura of invincibility surrounding America’s technology industry.

Trump called the joint venture - known as Stargate - "a new American company that will invest $500 billion at least in AI infrastructure in the United States," promising that it will create more than 100,000 jobs. He made clear that the initiative is aimed at thwarting China and its AI efforts.

Marc Andreessen, the Silicon Valley venture capitalist, said in a post on X on Sunday that DeepSeek's R1 model was AI's "Sputnik moment", referencing the former Soviet Union's launch of a satellite that marked the start of the space race in the late 1950s.