Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

We recently compiled a list of the 10 AI News Updates Investors Should Not Miss. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against the other AI stocks.

Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.

Live Updates Stocks on the Move Today 10:57 am Looking at a heat map of the market today, there’s a lot of red. Berkshire Hathaway (NYSE: BRK.B) is down 2%. Healthcare stocks are uneven with Johnson & Johnson (NYSE: JNJ) down 3% following earnings.

Oracle was hit by the big news of the day -- the revelation of the latest version of the Chinese artificial intelligence (AI) model DeepSeek -- as well as complications with President Trump's AI initiative.

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.

Oracle's growth story remains intact despite the recent market sell-off driven by emergence of DeepSeek's AI model. See why I upgrade ORCL from hold to buy.

There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Oracle (ORCL – Research Report), Nvidia (NVDA –

Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.

Amid investor concerns, the Stargate project significantly boosted Nvidia’s future prospects. President Donald Trump’s announcement of Stargate has positioned Nvidia to benefit significantly from a $500 billion investment aimed at building advanced AI infrastructure in the U.S. over the next four years.

With its current market cap of $3.34 trillion, Nvidia has the potential to reach a $10 trillion valuation within the next decade by leveraging its strengths in critical sectors and seizing new opportunities.

Project Stargate, an AI infrastructure project announced Tuesday by the Trump administration that will invest $500B in U.S. infrastructure over