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RT @BenjiGanar: thesis is intact healthy pa followers, holders, engagements growing DMA-xAI 5RdUozMDTHC4NZYaYtF8ut8NxyCGiFfQaL6ydAZKpum…

Oracle’s share price surged by about 24% this week, marking its strongest performance since April 2001, as investors reacted positively because of strong earnings and a positive outlook for its cloud business. Nearly all of the gains came in the two trading days following the release of Oracle’s quarterly results, reported CNBC . The last time the company saw a comparable weekly spike was during the dot-com crash in April 2001, when any rebound was short-lived. In contrast, Oracle had seen its share price plunge by almost 50% in the previous quarter. The company is no longer behind in cloud computing. It has found its niche and is attracting customers who want to run AI workloads on its systems “Oracle is in the enviable position of having more demand than it can fulfill” noted Joseph Bonner, an analyst at Argus Research, in a client bulletin on Friday. He advised investors to buy the stock and boosted his 12-month price target from $200 to $235. On Friday, Oracle shares closed at a record high of $215.22. In its earnings announcement late Wednesday, Oracle reported revenue and profit that beat analysts’ expectations. CEO Safra Catz projected that fiscal-year sales would top $67 billion, above the $65.18 billion consensus forecast from LSEG. “The demand is astronomical,” said Chairman Larry Ellison during the earnings call. “But we have to do this methodically. The reason demand continues to outstrip supply is we can only build these data centers, build these computers, so fast.” In the fiscal year ended May 31, the company’s capital spending exceeded $21 billion, a sum greater than its total investment from 2019 through 2024. Catz told investors that spending should climb to $25 billion in fiscal year 2026. By comparison, Google plans about $75 billion in capital outlays this year, and Microsoft aims for $80 billion. Oracle’s roster of cloud customers now includes major AI players such as Meta , OpenAI and Elon Musk’s xAI, all of which rely on Nvidia graphics processors to train generative AI models that can produce text, images and video from simple prompts. This week, Oracle also added startups Baseten, Physical Intelligence and Vast Data to its cloud lineup. “We will build and operate more cloud infrastructure data centers than all of our cloud infrastructure competitors combined,” Ellison added. So far in 2025, Oracle shares have risen about 29%, while the Nasdaq composite has gained less than 1%. Among top U.S. technology firms, Meta is the next best performer this year with a roughly 17% increase. KEY Difference Wire helps crypto brands break through and dominate headlines fast

RT @0xDamien: if you don't know who these people supporting $KLED are, here's a TLDR K5: Investors in SpaceX, xAI, and yes, even Anduril,…

ELON MUSK'S AI STARTUP XAI USING AMD'S MI300 AI CHIPS- AMD EVENT

AI can now fact-check reality in real-time using money as the truth detector. xAI just integrated Grok into real-time prediction markets, and the result is mind-bendingly cool. Look, I've been watching fintech evolve for years. Seen a lot of "revolutionary" partnerships that were just marketing fluff. This isn't that. Grok + Polymarket went live today. While most people see "another AI integration," I see the moment we automated "truth" discovery. (Or at least a consensus truth) For decades, we've lived in information chaos: - Politicians say one thing - Media spins another - Markets price something else entirely - Twitter argues about everything For context Polymarket is the prediction market - Famous for calling the US election right - Often reported by media - But not "regulated" in the US or available to US customers It works through the wisdom of the larger crowd and it's often more correct than pollsters Grok + Polymarket = the first truth verification system where: - Claims get instantly priced by people with skin in the game - AI explains the collective reasoning - Money flows reveal what insiders actually believe - Sentiment gets quantified, not just amplified It's creating consensus on what's actually happening right now. When Jerome Powell speaks, within minutes you'll know: - What the market heard (price moves) - What traders believe it means (Polymarket odds) - Why they think that (Grok's sentiment analysis) - How confident they are (bet sizes) Every earnings call, every regulatory announcement, every market move now gets instant collective interpretation backed by real money. I genuinely can't stop thinking about this. The implications for how we process information, make decisions, even understand what's happening in the world... We just automated the process of using the crowd for figuring out what's actually going on. The future doesn't usually announce itself this clearly. But when it does? Pay attention.