---
title: "ORCL-D.US (ORCL-D.US) — Related News"
type: "Symbol"
locale: "en"
url: "https://longbridge.com/en/quote/ORCL-D.US/news.md"
symbol: "ORCL-D.US"
name: "ORCL-D.US"
parent: "https://longbridge.com/en/quote/ORCL-D.US.md"
datetime: "2026-05-20T12:48:56.205Z"
locales:
  - [en](https://longbridge.com/en/quote/ORCL-D.US/news.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/ORCL-D.US/news.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/ORCL-D.US/news.md)
---

# ORCL-D.US (ORCL-D.US) — Related News

### [JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap](https://longbridge.com/en/news/40903037.md)
*2026-05-19T08:30:43.000Z*
> 0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Q

### [ORCL: Big Bet on AI Compute — Are the Odds Good Enough?](https://longbridge.com/en/news/40224640.md)
*2026-04-27T13:24:00.000Z*
> Per Dolphin Research's prior note on Oracle, our core takeaway is that Oracle is essentially a scaled-up CoreWeave. The 

### [DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap](https://longbridge.com/en/news/40216780.md)
*2026-04-27T08:33:31.000Z*
> 0427 | Dolphin Research Focus: 🐬 Macro/Industry1) Last week, DeepSeek surprise-launched its flagship foundation model D

### [BABA 'Happy Oyster' Unveils Virtual World; Meituan 'Shrimp 345' Expands AI Ecosystem | Daily News Recap](https://longbridge.com/en/news/39990525.md)
*2026-04-17T08:24:19.000Z*
> 0417 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) Xiaomi Communications issued the '26 Xiaomi K1' sci-tech 

### [SAIC-GM-Wuling teams up with CATL; ORCL inks 2.8GW fuel-cell deal | Daily News Recap](https://longbridge.com/en/news/39892453.md)
*2026-04-14T08:27:40.000Z*
> 0414 | Dolphin Research Focus: 🐬 Macro/Industry 1) At 10:00 a.m. ET on Apr 13, the US military imposed a naval blockade

### [ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap](https://longbridge.com/en/news/39695448.md)
*2026-04-02T08:37:19.000Z*
> Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in

### [NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---](https://longbridge.com/en/news/39303796.md)
*2026-03-17T07:40:58.000Z*
> For detailed commentary, see 'NVIDIA GTC: AI’s Spring Gala — High Hopes or Letdown?'.Below is the full transcript of $NV

### [ORCL (Trans): AI biz. GPM at 32% this quarter](https://longbridge.com/en/news/39192236.md)
*2026-03-11T04:09:10.000Z*
> Below is Dolphin Research's FY26Q3 earnings call Trans for $Oracle(ORCL.US). For analysis of the print, see 'All-in to s

### [Bet-the-company for survival: Did ORCL's AI bet pay off?

---](https://longbridge.com/en/news/39191852.md)
*2026-03-11T03:51:36.000Z*
> As the most debated of the Big Four cloud players, $Oracle(ORCL.US) reported 3QFY26 results (through end-Feb) after hour

### [](https://longbridge.com/en/news/39187111.md)
*2026-03-10T23:09:28.000Z*
> Oracle 3QF26 First Take: Mixed print. OCI-driven acceleration pushed total revenue growth past the 20% mark.The trade-of