Key Takeaways
- OpenAI and Oracle (ORCL) have announced a significant expansion of their partnership, including plans to run over 2 million chips and build 4.5 gigawatts of new Stargate data center space in the United States, signaling a massive scale-up in AI infrastructure.
- D.R. Horton (DHI) reported strong Q3 2025 earnings, with EPS of $3.36, significantly beating estimates of $2.88, and provided an updated full-year outlook for revenue and homes closed.
- Danaher (DHR) also delivered robust Q2 2025 results, with adjusted EPS of $1.80, surpassing estimates of $1.64, and raised its full-year adjusted EPS guidance.
- Bernstein has raised its target price for Meta (META) to $775 from $700, indicating increased analyst confidence in the social media giant.
OpenAI and Oracle Forge Massive AI Infrastructure Partnership
In a significant development for the artificial intelligence sector, OpenAI and Oracle (ORCL) are deepening their collaboration. The expanded partnership is set to involve the operation of over 2 million chips to power AI workloads. This massive undertaking underscores the growing demand for high-performance computing in AI development.
Further solidifying their commitment to scaling AI infrastructure, Oracle and OpenAI have also announced plans to construct 4.5 gigawatts of additional Stargate data center space within the United States. This substantial investment highlights the critical need for advanced data center capabilities to support the next generation of AI models and applications.
D.R. Horton and Danaher Report Strong Earnings, Exceeding Expectations
Homebuilding giant D.R. Horton (DHI) delivered impressive results for its third quarter of 2025. The company reported earnings per share (EPS) of $3.36, comfortably exceeding analyst estimates of $2.88. This strong performance reflects continued resilience in the housing market.
For the full fiscal year, D.R. Horton now anticipates revenue between $33.7 billion and $34.2 billion, a slight adjustment from its previous forecast of $33.3 billion to $34.8 billion. The company also expects to close between 85,000 and 85,500 homes, narrowing its prior range of 85,000 to 87,000. Additionally, D.R. Horton projects full-year share repurchases to be in the range of $4.2 billion to $4.4 billion.
In the healthcare and life sciences sector, Danaher (DHR) reported better-than-expected results for its second quarter of 2025. The company posted adjusted EPS of $1.80, outperforming the estimated $1.64. Danaher also surpassed expectations for adjusted EBITDA, reaching $1.80 billion against an estimated $1.66 billion, and reported sales of $5.9 billion compared to estimates of $5.84 billion.
Looking ahead, Danaher has raised its full-year adjusted EPS outlook to a range of $7.70 to $7.80, up from its previous guidance of $7.60 to $7.75. This upward revision signals confidence in sustained operational performance.
Meta Receives Analyst Price Target Boost
Investment firm Bernstein has shown increased confidence in Meta (META), the parent company of Facebook, Instagram, and WhatsApp. The firm raised its target price for Meta shares to $775 from $700. This upgrade suggests a positive outlook on the company's future growth prospects and profitability.
Other Market Moving News
In international trade news, a boycott of U.S. alcohol by Canada is reportedly impacting domestic sales. This development highlights the potential economic ripple effects of geopolitical tensions. Meanwhile, former President Trump is reportedly planning to withdraw the U.S. from UNESCO over stances on DEI (Diversity, Equity, and Inclusion) and China, according to the New York Post. This move could have significant implications for international cultural and scientific cooperation.
In monetary policy commentary, Bank of England Governor Andrew Bailey stated he would not use the term "boot on the neck" in reference to regulation, a phrase previously used by Rachel Reeves. This comment provides insight into the nuanced language used by central bank officials regarding economic oversight.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.