Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
24/7 Wall St.

Is Oracle a Sinking Ship or a Buying Opportunity?

Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Business Line

Oracle’s debt trades like junk as bond, CDS spreads flare

https://www.thehindubusinessline.com/portfolio/personal-finance/oracles-debt-trades-like-junk-as-bond-cds-spreads-flare/article70393355.ece Copy Oracle Corp.’s new ...
Bloomberg L.P.

Oracle Runs Into More Trouble as Bonds Looks Like Junk

For Oracle, it’s likely bad enough being the mixed metaphor canary in the AI bubble coal mine. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer. Shares of Larry Ellison’s ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Investopedia

Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
MLive

Neighbor feels like ‘collateral damage’ as limited work at OpenAI, Oracle data center site begins

SALINE TWP., MI — Early construction activities recently got underway at what would be Michigan’s first hyperscale data center to power artificial intelligence and cloud-computing. A neighboring ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
Morningstar

Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending spree

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
AOL

AI rivals like OpenAI, Nvidia, and Oracle are collaborating to build ‘Stargate’—but a Yale expert says it violates 135 years of antitrust law

On the evening of Jan. 21, 2025, President Trump on his first full day in office unveiled what he characterized as a “monumental undertaking” that would prove an exemplar of economic triumphs to come, ...
InfoWorld

Databricks fires back at Snowflake with SQL-based AI document parsing

Databricks and Snowflake are at it again, and the battleground is now SQL-based document parsing. In an intensifying race to dominate enterprise AI workloads with agent-driven automation, Databricks ...