Ascent Wealth Partners sold 26,178 shares of Oracle, an estimated $6.64 million reduction based on the quarterly average price for the period ended September 30, 2025. The trade represents 0.8% of Ascent's 13F reportable assets under management.
The planned $15 billion campus in Port Washington, Wisc., is part of OpenAI and Oracle's previously-announced plan to deliver up to 4.5 gigawatts of additional Stargate capacity.
OpenAI, along with Oracle and Vantage Data Centers, will develop a data center campus outside Milwaukee, in Port Washington, Wisconsin, as part of the Stargate project, the companies said on Wednesday.
Analysts have optimistic price targets on Oracle stock. The company expects AI infrastructure deals to lead to an explosion in cloud computing revenue.
Oracle is already withing striking distance of joining the trillion-dollar club. Its AI cloud infrastructure business is a key growth driver that could enable to to reach a $1 trillion market cap.
The week's Big Tech developments point to a maturing artificial intelligence (AI) ecosystem. The focus is shifting from building smarter models to building the pipelines, agents and data platforms.
Sander Capital Advisors Inc disclosed the purchase of 18,880 Oracle (ORCL 0.91%) shares for an estimated $4.81 million during the third quarter of 2025, according to an SEC filing dated October 20, 2025.
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