Oracle shares fell 45% from their peak despite finishing 2025 up 17%. Growing concern centers on Oracle’s debt levels and heavy reliance on OpenAI as a single client. It might be overdone in 2026.
Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
After five decades of selling enterprise software, Oracle ORCL-0.36%decrease; red down pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...
“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...
Oracle Corp’s stock fell sharply Wednesday in after-hours trading, after the cloud company reported quarterly earnings that missed Wall Street estimates, continuing a long slump prompted by worries ...
Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...
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 ...
The University of Pennsylvania (Penn) has announced a new data breach after attackers stole documents containing personal information from its Oracle E-Business Suite servers in August. The private ...
Oracle's stock has come well off its highs, but a Jefferies analyst says concentration and debt concerns are overblown Oracle's stock has fallen more than 30% from its peak. Oracle Corp.'s stock can ...