Stock Movers Oracle Rally Continues; Klarna Dips; Amazon Higher
Sep 11, 2025
Oracle is soaring after a strong outlook for its cloud business, thanks to major deals with OpenAI and others. Klarna's stock dips post-IPO despite a $15.1 billion valuation. Meanwhile, Opendoor's co-founders return to lead alongside a new CEO, sparking investor interest. Amazon is on the rise as Morgan Stanley touts its grocery expansion as a key growth driver, aiming to enhance its logistics and capture consumer data for future offerings. Each story reveals insights into the dynamic stock market landscape.
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Oracle's Cloud Deals Fuel Rally
- Oracle's cloud contracts are driving a sustained rally and investor excitement around AI infrastructure demand.
- The company reported $455 billion in remaining performance obligations after signing major deals including OpenAI and Nvidia.
Massive OpenAI Contract Highlights Scale
- Oracle reportedly signed a massive five-year cloud deal with OpenAI that will supply about 4.5 gigawatts of power.
- The contract is described as one of the biggest in cloud history and underscores Oracle's role in AI compute supply.
Klarna's Volatile IPO Debut
- Klarna's IPO initially soared, hitting a 43% intraday gain before pulling back in premarket trade.
- The listing raised $1.4 billion at a $17 billion valuation and left many retail investors without allocations.