Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...
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 ...
Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...
Oracle was sued on Wednesday by bondholders who say they suffered losses because the company chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to ...
Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
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 ...
Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...
The 38,500-square-foot data center is scheduled to be operational by May 1 and utilize about 3 megawatts of power per 10,000 ...
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 ...
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Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
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