Oracle's stock surged following reports of an expanded deal with OpenAI, involving 4.5GW of U.S. data center capacity for the Stargate AI project. The deal, potentially worth $30 billion annually, has boosted investor confidence. Analysts raised the price target to a Street high of $275, citing strong cloud and AI-driven growth. The company's CEO highlighted the deal's significance, though it remains unconfirmed. The news has driven the stock to fresh highs, reflecting optimism about Oracle's role in the AI infrastructure boom.