{"id":54180,"date":"2025-10-07T15:38:37","date_gmt":"2025-10-07T19:38:37","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/"},"modified":"2025-10-07T15:38:37","modified_gmt":"2025-10-07T19:38:37","slug":"market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/","title":{"rendered":"Market Reacts to Oracle&#8217;s Cloud Margins, Google&#8217;s AI Expansion, and Tesla&#8217;s Battery Adjustments"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#Oracles_Cloud_Profitability_Concerns_Weigh_on_Shares\" >Oracle&#39;s Cloud Profitability Concerns Weigh on Shares<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#Google_AI_Plus_Expands_Global_Reach\" >Google AI Plus Expands Global Reach<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#Tesla_Adjusts_Model_3_Standard_Battery_Pack\" >Tesla Adjusts Model 3 Standard Battery Pack<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#White_House_Secures_Funding_for_Food_Aid_Program\" >White House Secures Funding for Food Aid Program<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/market-reacts-to-oracles-cloud-margins-googles-ai-expansion-and-teslas-battery-adjustments\/54180\/#Toyota_Explores_Drone_Technology_for_Vehicle_Operations\" >Toyota Explores Drone Technology for Vehicle Operations<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Oracle&#39;s<\/strong> shares experienced a significant drop after reports revealed its cloud computing profit margins were <em>lower than expected<\/em>, with its <strong>Nvidia<\/strong> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) cloud business operating at a thin <strong>14% gross margin<\/strong> due to high chip and data center costs.<\/li>\n<li><strong>Google<\/strong> (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>) is expanding its <strong>AI Plus<\/strong> subscription service to <strong>36 more countries<\/strong>, aiming to broaden access to advanced AI tools and features.<\/li>\n<li><strong>Tesla<\/strong> (<a href=\"\/stock\/TSLA\">TSLA<\/a>) has announced that the <strong>Model 3 Standard<\/strong> will now come with a &quot;smaller battery pack,&quot; alongside other design and feature adjustments.<\/li>\n<li>The <strong>White House<\/strong> has confirmed that funding is available to maintain a critical food aid program, addressing concerns about its continuity.<\/li>\n<li><strong>Toyota<\/strong> (<a href=\"\/stock\/TM\">TM<\/a>) is reportedly developing a small drone system intended to assist with vehicle operations on rough roads, as indicated by a <strong>USDOT filing<\/strong>.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Oracles_Cloud_Profitability_Concerns_Weigh_on_Shares\"><\/span>Oracle&#39;s Cloud Profitability Concerns Weigh on Shares<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Oracle&#39;s<\/strong> (<a href=\"\/stock\/ORCL\">ORCL<\/a>) stock saw a notable decline today following reports indicating that its cloud computing profit margins were <em>lower than anticipated<\/em>. Internal documents cited by various outlets revealed that the company&#39;s cloud business, particularly its operations involving <strong>Nvidia<\/strong> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) chips, has been running on &quot;razor-thin&quot; gross profit margins, reportedly as low as <strong>14%<\/strong> on <strong>$900 million<\/strong> in Q3 revenue. This margin pressure is attributed to the substantial spending on high-performance chips and data center infrastructure, coupled with competitive pricing in the cloud market. Some reports suggest <strong>Oracle<\/strong> may have incurred losses of nearly <strong>$100 million<\/strong> from renting <strong>Nvidia&#39;s Blackwell<\/strong> chips. Despite the immediate investor reaction, analysts maintain that <strong>Oracle&#39;s<\/strong> <em>long-term profitability remains solid<\/em>, driven by the ongoing demand for AI.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Google_AI_Plus_Expands_Global_Reach\"><\/span>Google AI Plus Expands Global Reach<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Google<\/strong> (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>) is significantly broadening the accessibility of its <strong>AI Plus<\/strong> subscription plan, announcing its expansion to <strong>36 additional countries<\/strong>. This move increases the total number of countries where the service is available to <strong>77<\/strong>, following what the company described as a &quot;positive reception&quot; in its initial rollout markets. <strong>Google AI Plus<\/strong> offers subscribers enhanced features, including higher limits for its <strong>Nano Banana<\/strong> image generation and editing model, increased access to video generation capabilities in the <strong>Gemini<\/strong> app, and integration of <strong>Gemini AI<\/strong> into core applications like <strong>Gmail<\/strong> and <strong>Docs<\/strong>. Subscribers also benefit from expanded access to <strong>NotebookLM<\/strong> and <strong>200 GB of storage<\/strong>. This expansion underscores <strong>Google&#39;s<\/strong> aggressive strategy to capture market share in the rapidly evolving artificial intelligence landscape.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tesla_Adjusts_Model_3_Standard_Battery_Pack\"><\/span>Tesla Adjusts Model 3 Standard Battery Pack<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Tesla<\/strong> (<a href=\"\/stock\/TSLA\">TSLA<\/a>) has confirmed that its <strong>Model 3 Standard<\/strong> variant will now be equipped with a &quot;smaller battery pack.&quot; This change is part of a broader set of adjustments to the model, which also include the removal of front and rear light bars, new 18-inch aperture wheels, the absence of a glass roof, a modified console, fewer speakers, and no ambient lighting or rear screen. These modifications are expected to result in <em>reduced range and acceleration<\/em> for the standard model. While <strong>Tesla<\/strong> has previously introduced optimized battery packs for other <strong>Model 3<\/strong> and <strong>Model Y<\/strong> variants to <em>increase range<\/em>, this specific announcement for the <strong>Model 3 Standard<\/strong> indicates a strategic differentiation in its product offerings.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"White_House_Secures_Funding_for_Food_Aid_Program\"><\/span>White House Secures Funding for Food Aid Program<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>White House<\/strong> has announced that it has secured the necessary funding to maintain a crucial food aid program, according to reports from <strong>Axios<\/strong>. This announcement comes amidst ongoing concerns regarding government funding and the potential impact on essential social services. The confirmation aims to alleviate worries about the continuity of support for millions of low-income families who rely on such programs.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Toyota_Explores_Drone_Technology_for_Vehicle_Operations\"><\/span>Toyota Explores Drone Technology for Vehicle Operations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Toyota<\/strong> (<a href=\"\/stock\/TM\">TM<\/a>) is reportedly venturing into new technological territory with the development of a small drone system. This system is designed to aid vehicle operations, particularly on rough roads, as indicated by a <strong>USDOT filing<\/strong>. While specific details of the 2025 filing are emerging, <strong>Toyota<\/strong> has shown prior interest in drone technology, including patents for autonomous fueling drones. This initiative highlights the automaker&#39;s ongoing efforts to integrate advanced robotics and automation to enhance the capabilities and efficiency of its vehicles in challenging environments.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Oracle&#39;s shares experienced a significant drop after reports revealed its cloud computing profit margins were lower than expected, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[6450,3703,4545,4832,5043,5199,5251,5614,6032,6386],"class_list":["post-54180","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-tsla-stock-tsla","tag-ai","tag-cloud-computing","tag-electric-vehicles","tag-technology","tag-automotive","tag-government","tag-tm-stock-tm","tag-googl-stock-googl","tag-orcl-stock-orcl"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/54180","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=54180"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/54180\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=54180"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=54180"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=54180"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}