Oracle says Michigan data center project talks on track without Blue Owl

The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and ...
MarketWatch

Oracle’s stock falls on a fear one analyst says should be ‘almost irrelevant’

Fresh concerns about data-center funding weighed down Oracle’s stock on Wednesday, but the selloff is looking overdone to some on Wall Street. Christine Ji is a reporter covering Big Tech.
Bloomberg L.P.

Oracle and OpenAI Win Michigan Approval to Power New Data Center

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

Oracle: Now Is The Time To Be Greedy (Rating Upgrade)

Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ...
MarketWatch

Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...
JournalofAccountancy

Corporate Transparency Act, source of BOI reporting mandate, held constitutional

Reversing a district court, the Eleventh Circuit held Tuesday that the Corporate Transparency Act (CTA), which mandated beneficial ownership information (BOI) reporting, is constitutional and remanded ...
Morningstar

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
Forbes

CoreWeave And Oracle Stocks Plunge As Generative AI Bubble Deflates

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
Business Insider

Oracle's AI data-center woes are dragging the entire stock market lower

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Jennifer Sor Every time Jennifer publishes a story, you’ll get an alert straight to your inbox!
The Hollywood Reporter

TikTok U.S. Deal to Close Next Month: Oracle and Silver Lake Confirmed in Buyer Consortium

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.
Seeking Alpha

Oracle: The Consensus Is Wrong Again And Few Will Take Advantage Of The Opportunity

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...
Barron's

Barron's

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