Oracles aktiekurs falder 5 % efter OpenAIs compute-plan til 600 milliarder dollars kommer frem; ORCL-handlere retter blikket mod Nvidia næste
Oracle shares fell 5.4% to $148.08 after hours Friday, underperforming as U.S. stocks rose on a Supreme Court decision overturning Trump-era tariffs. Investors are watching for details on Oracle’s $45–50 billion 2026 funding plan and Nvidia’s upcoming report. OpenAI is targeting $600 billion in computing spend by 2030 and a valuation near $830 billion, sources told Reuters.