The big client behind Oracle's cloud backlog got great funding news today, and Oracle appears to be nearing a deal for TikTok. Also, new CEOs were selected.Shares of Oracle (ORCL -4.01%) were taking off again today, rising 6.7% on Monday.After revealing a massive increase in its cloud business earlier this month, Oracle was yet again in the news today in several ways.First, the company announced two co-CEO successors to current CEO Safra Catz, who announced she would be retiring soon. Second, Oracle appears ...

Trump administration officials on Monday talked up the TikTok deal that they've helped arrange and provided more details about the deal's terms, but they continue to face some skepticism. ...

Let's bring in Bloomberg's Brodie Ford, who covers Oracle. And it is a big change at the top. It is very sad for Cats has been one of the faces of Oracle for about a decade now, and folks familiar with Oracle's cloud business, which has become so important, will know Clay McGauchie has led that unit for a while.The fact that he is being elevated in this way maybe isn't a shocker. The timing is. They were both promoted Clay and Mike to President in June.Now all of a sudden they're becoming CEOs. And so it's ...

Market Analysis by covering: S&P 500, Intel Corporation, Microsoft Corporation, Oracle Corporation. Read 's Market Analysis on Investing.com ...

U.S. equity markets continued their impressive ascent on Monday, September 22, 2025, with all three major indexes closing at new all-time highs for the third consecutive session. The rally was primarily fueled by ongoing optimism surrounding the Federal Reserve's recent rate cut and indications of further monetary policy easing, coupled with significant corporate news in the technology sector. Investors also digested minor economic data and looked ahead to a week packed with crucial inflation indicators and ...

A side profile of Safra Catz speaking at an Oracle event by drserg via Shutterstock Oracle (ORCL) shares closed another more than 6% up on Sept. 22 after the artificial intelligence (AI) infrastructure firm named Clay Magouyrk and Mike Sicilia as its co-chief executives. Magouyrk and Sicilia will replace current CEO Safra Catz, who will now transition to the role of executive vice chair of the board, the company’s press release confirmed on Monday. More News from Barchart Including today’s gains, Oracl ...

But joining us for some more context on this is Luke Yang, equity analyst of technology at Morning Star. So Luke, first and foremost, thank you so much for being with us on this Monday. I'm curious your broader thoughts here on the Tik Tok US-based entity and really how Oracle plays into the story because I I do think that they're seen as sort of the the leader right now of that 80% stake.Yeah, thanks for the question, Jenny. As you mentioned uh Oracle has formed a really close relationship with bite dance ...

甲骨文公司管理层变动 - 首席执行官Safra Catz将转任董事会执行副主席 由Clay Maguire和Mike Sicilia接任联合首席执行官[1] - 管理层调整是公司为下一阶段增长所做的战略部署 与公司近年来的转型方向一致[3][4] 甲骨文与TikTok合作 - 公司在美国TikTok交易中扮演关键角色 主要负责提供安全架构支持[2][5] - 该合作具有双重意义：既获得重要客户收入 又树立云安全服务标杆案例[6] - 交易可能带来示范效应 吸引更多企业将数据迁移至甲骨文云平台[6] 甲骨文业务转型进展 - 公司正聚焦大型云业务交易 当前拥有巨额待处理订单积压[4] - 投资者关注其能否将高资本支出转化为轻资产AI代理服务模式[7][8] - 公司在上一轮云竞争中落后 现正通过创新加速夺回市场份额[9] 美光科技业绩展望 - 公司在发布财报前刚结束12连涨的破纪录走势[10] - 8月份预先发布的业绩指引奠定了超预期基础[11] - 数据中心领域本季度普遍呈现爆发式增长[11] 半导体行业趋势 - 高带宽存储芯片成为AI领域关键需求 美光直接受益于AI特定市场[12] - 内存和网络设备是提升AI性能的核心组件 相关企业今年表现突出[13] - 尽管硬件仍具周期性 但AI带来的长期牛市将平滑未来2-3个周期波动[14][15][16] 半导体细分领域机会 - Asterolabs成为ETF最大持仓 远超过英伟达持仓比例[17] - 公司是网络侧关键供应商 客户从英伟达扩展至亚马逊等云服务商[18] - 新产品推出推动公司业绩实现阶跃式增长[18]

Oracle is reportedly being tapped to recreate and secure the United States version of TikTok’s algorithm.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The move is part of a deal that would see the Chinese-owned v ...

A surprise executive shakeup at Oracle. Software cat stepping down as CEO as a software company splits the role in two. Christina parts got more in today's tech check.Christina, Melissa, Oracle is making its biggest leadership move in just a decade. Like you said, Seph safer cat stepping down after 11 years as CEO to become executive vice chair of the board. She's handing the reigns to two technical insiders as co-CEOs.You got Clay Moric and Mike Sicilia. This isn't though your typical succession story. Ora ...