AI Rally: Oracle, Semiconductor Giants and the Industry Benefit from the Datacenter Boom!
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The technology sector is experiencing remarkable dynamism in autumn 2025, driven by artificial intelligence and its concrete applications. The latest quarterly results from Oracle have acted as a catalyst, giving the entire market a boost and marking a turning point in the perception of many investors—not solely due to classic metrics, but especially because of an exploding backlog: The number of contractually secured orders jumped from $138 billion to $455 billion within a few months. A spectacular megadeal with OpenAI worth around $300...
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