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

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core products and business."

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

Jefferies views DeepSeek’s launch “as part of an ongoing evolution, not revolution,” and thinks software market selloff is largely overdone.

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.

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.

OpenAI on Tuesday announced a new tailored version of ChatGPT designed for US government agencies, a product launch that comes as the industry is still reeling from the breakout of a cost-efficient Chinese AI startup and as President Trump has urged tech companies to stay ahead of the competition.

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.

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.

US stocks plummet as Nvidia loses $600 billion in market value due to a surprise advancement by a Chinese AI startup, DeepSeek, threatening US tech industry dominance.

Here's what could happen to Meta Platform shares next.