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Oracle

Track Oracle's role in the AI economy through Superpower Daily reporting on infrastructure, products, and business. This live company page updates automatically as new launches, partnerships, product moves, and market signals are published.

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Latest signalOracle Adds AI Filters and Data Context Tools to Analytics Cloud10 minutes ago / 2 min read

Published coverage23 stories

Last 90 days22 signals

Coverage dates15 days

Profile statusActive desk

Latest coverage

What is moving at Oracle.

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01 / Yesterday

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

02 / Yesterday

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

03 / Sep 5, 2026

Oracle Adds Bedrock to Select AI While Keeping More AI Work in Its Database

Sep 3, 2026Infrastructure

Partnership Infrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity.

2 min

Sep 3, 2026Tools

Tools

Oracle Publishes Agent Design That Keeps Credentials and Proof Outside the Model

Oracle’s proposed harness treats a model’s output as a request for action, leaving systems outside the model to authorize work, retain state and verify its result.

2 min

Sep 2, 2026Business

Earnings Business

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

The earnings beat gives HPE a stronger base for its new forecasts, while constrained components could limit how quickly server demand becomes delivered systems.

2 min

Sep 2, 2026Business

Earnings Business

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line.

2 min

Sep 2, 2026Tools

Open release Tools

Oracle Publishes AI Agent Blueprint That Keeps Database Writes Under Human Approval

Oracle’s supply-chain sample connects chat interfaces to inventory recommendations, but limits execution to a procedure-backed, audited database path after a planner approves it.

2 min

Aug 30, 2026Infrastructure

Infrastructure

Huang Tells AI Data-Center Builders to Earn Local Trust as Grid Pressure Grows

Nvidia’s chief executive is defending the infrastructure boom while acknowledging that power, water and local infrastructure concerns are becoming part of the buildout’s political test.

2 min

Aug 28, 2026Infrastructure

Partnership Infrastructure

Nvidia Says AI Data-Center Power Can Take 2–3 Years; Bloom Claims a 55-Day Route

The race to deploy AI computing is increasingly tied to land, grid access and permitting. Onsite fuel cells offer a potentially faster route, but large projects still face regulatory and legal constraints.

3 min

Aug 27, 2026Products

Launch Products

Oracle Adds AI Studio Skill to Fusion 26C, Deploying Pro-Code Agents Inside Fusion Apps

The new pro-code path is built around where an agentic application runs: Oracle is tying developer tools to Fusion’s existing data, workflow, security, and audit infrastructure.

3 min

Key developments

The company timeline.

AI regulationAug 26, 2026

Representative Gabe Evans introduces H.R. 10152, the Open-Source AI Leadership Act

H.R. 10152 would direct the Commerce Department to promote qualified U.S. open AI models, assess foreign adversary model risks, and publish annual reports, while barring use of the bill to authorize bans or restrictions on open models.

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Oracle

What is moving at Oracle.

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

Oracle Adds Bedrock to Select AI While Keeping More AI Work in Its Database

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

Oracle Publishes Agent Design That Keeps Credentials and Proof Outside the Model

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Oracle Publishes AI Agent Blueprint That Keeps Database Writes Under Human Approval

Huang Tells AI Data-Center Builders to Earn Local Trust as Grid Pressure Grows

Nvidia Says AI Data-Center Power Can Take 2–3 Years; Bloom Claims a 55-Day Route

Oracle Adds AI Studio Skill to Fusion 26C, Deploying Pro-Code Agents Inside Fusion Apps

The company timeline.

Representative Gabe Evans introduces H.R. 10152, the Open-Source AI Leadership Act

Companies in the same signal stream.

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