$Oracle(ORCL)$ Oracle’s 36% su

Oracle’s 36% surge shows how strong the AI + SaaS narrative is right now, but chasing after such a massive one-day move feels risky. I wouldn’t say I’m “missing out,” but I’d rather wait for consolidation before adding exposure.

For SaaS, I’m watching names like Salesforce and ServiceNow since they’re also leveraging AI in enterprise workflows. Oracle is definitely a solid choice for long-term AI infrastructure, but after this spike, patience might pay better than FOMO buying.

OpenAI Family Expanding: Is It A Blessing or A Curse?

OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.

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