Oracle's (ORCL) agreement with OpenAI to provide another 4.5 gigawatts of Stargate data center capacity could open the door to an additional 100,000 jobs through operations and construction. That's not the only deal the company is eyeing. Reports say Oracle is also in talks with Skydance Media for a $100 million cloud deal. Marley Kayden talks about how the agreements add to Oracle's growing portfolio of clients as the stock doubles from 52-week lows. However, Tim Biggam argues the stock could "go nowhere from here." He provides an example options trade for Oracle.