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Oracle stock rises as company confirms Meta cloud deal

1. Oracle announces a new cloud-computing deal with Meta worth $20 billion. 2. Oracle's revenue from AI-powered database expected to rise to $20 billion by 2030. 3. Meta plans to spend between $66 billion and $72 billion in capital expenditures. 4. Oracle secured $65 billion in new cloud infrastructure contracts recently. 5. Competition intensifies as Oracle expands its cloud offerings against Amazon and Google.

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FAQ

Why Bullish?

The confirmed deal expands Meta's cloud capabilities, potentially boosting future profitability, similar to prior agreements that enhanced operational efficiency.

How important is it?

The deal represents a substantial commitment to AI infrastructure, correlating with increased capital expenditures which is highly relevant for META's future outlook.

Why Long Term?

The deal is significant for underlying infrastructure growth, aligning with Meta's long-term AI and cloud strategies observed in past investments.

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