Oracle Skyrockets: Larry Ellison Surpasses Elon Musk Amid Massive $300B Cloud Deal

Generated by AI AgentAinvest Market Brief
Wednesday, Sep 10, 2025 6:31 pm ET2min read
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Aime RobotAime Summary

- Oracle surged 36.07% on a $300B cloud deal with OpenAI, making Larry Ellison the world's richest person at $393B.

- Nvidia and Broadcom advanced AI investments, with NVIDIA's silicon carbide tech and Broadcom's $120B AI revenue target by 2030.

- Tesla's 0.24% gain contrasted with Apple's 3.23% drop as Amazon and Microsoft faced regulatory scrutiny over cybersecurity and market strategies.

1. Oracle (NYSE: ORCL)
Oracle surged by 36.07%, with the trading volume of 43.01B. OracleORCL-- co-founder Larry Ellison reportedly signed a $300 billion cloud computing deal with OpenAI, marking one of the largest cloud service contracts. Ellison's wealth reached $393 billion, surpassing Elon Musk according to the Bloomberg Billionaire Index.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained solidly by 3.85%, with the trading volume of 40.05B. NVIDIANVDA-- introduces silicon carbide in advanced packaging and invests in two quantum companies, leading Reflection's valuation to potentially reach $5.5 billion. The company also announces the next-generation GPU aiming for significant profits.

3. Tesla (Nasdaq: TSLA)
Tesla gained mildly by 0.24%, with the trading volume of 25.24B. Oracle's cloud business prospects have led to significant market excitement. Founder Larry Ellison has become the world's richest person, with Oracle's market value increasing by over $290 billion. Elon Musk discussed the TeslaTSLA-- Optimus V3 robot, detailing its design and the potential to resolve hand dexterity challenges.

4. Apple (Nasdaq: AAPL)
Apple dropped solidly by -3.23%, with the trading volume of 18.94B. AppleAAPL-- unveiled the world's thinnest iPhone, the iPhone 17 with an A19 chip, including a 5.6mm Air version. Criticism arises over the iPhone Air's value against its price. VisionOS 2.6 RC for Vision Pro released. Apple to update it on September 15.

5. Broadcom (Nasdaq: AVGO)
Broadcom surged by 9.77%, with the trading volume of 18.61B. Broadcom's AI-related revenue is projected to surpass its non-AI business within two years, aiming for $120 billion by the 2030 fiscal year. The company secured over $100 billion in orders for custom chips from partnerships including OpenAI, with potential deals involving Apple and xAI.

6. Amazon (Nasdaq: AMZN)
Amazon.Com dropped solidly by -3.32%, with the trading volume of 14.02B. Morgan StanleyMS-- adds AmazonAMZN-- to its top picks list. Amazon Zoox launches Robotaxi in Las Vegas. Amazon is developing AR glasses for drivers and consumers. Amazon Cloud Technology launches Graviton4 instances in China, offering improved performance over third generation chips.

7. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.39%, with the trading volume of 10.80B. Senator Ron Wyden urged the FTC to investigate MicrosoftMSFT-- over cybersecurity vulnerabilities linked to a ransomware attack on the US hospital system. Microsoft released Visual Studio 2026 Insider Preview, an optical computer for AI, signed a $194 billion deal, and announced new flexible work policies.

8. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 2.70%, with the trading volume of 10.33B. PalantirPLTR-- disclosed an insider transaction on September 9, 2025, where executive Taylor Ryan D. sold 36,000 shares on September 5, 2025.

9. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.79%, with the trading volume of 9.11B. MetaMETA-- faces internal tensions after hiring AI talent, while a former employee accuses the company of concealing VR risks for children. Meta explores AR glasses technology options and is criticized for neglecting VR platform safety responsibility. Additionally, Rongqi Technology reports increased orders for Meta's smart glasses assembly equipment next year.

10. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.19%, with the trading volume of 8.41B. Alphabet’s Google Cloud launched Data Transfer Essentials, offering free data migration for EU and UK users in response to the EU Data Act, facilitating cross-cloud operations. Google also introduced the AI Plus subscription at a low cost for emerging markets, enhancing access to Gemini AI.

Market Watch column provides a thorough analysis of stock market fluctuations and expert ratings.

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