Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...
This article first appeared on GuruFocus. CreditSights analysts have flagged a potentially material shift in Oracle (NYSE:ORCL)'s risk profile following the company's latest regulatory filing, which ...
Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...
Oracle SEC filing reveals $248 billion in data center deals "Current" and "expected" demand are pushing widespread expansion Public, bank and private debts are providing the cash needed to grow Oracle ...
Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations with the crucial partner ...
(Bloomberg/Brody Ford and Rose Henderson) — Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined $500 billion on data center ...
Blue Owl Capital‘s (NYSE: OWL) decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh flashpoint for investors already on edge about the financial ...
Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...
Abu Dhabi's state investment fund will also be a managing investor. By Alex Weprin Senior Editor The TikTok sale is officially happening, with a consortium of American investors set to take over U.S.
Under the accord, Oracle and partners will own the majority of the newly formed TikTok US entity, with a closing targeted for late January. "This would secure TikTok as a key customer for OCI, and ...
Mr. Sunstein, a professor at Harvard Law School and a former member of the Obama administration, identifies the real benefit of AI as its capacity to overcome human “cognitive biases.” Deeply ...