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 ...
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 ...
Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...
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 debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.
Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...
What To Know: Oracle is scheduled to report second-quarter financial results for fiscal 2026 after the bell on Wednesday. Analysts estimate earnings per share of $1.64 and revenue of $16.21 billion, ...
Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Oracle reported first-quarter financial results in September with revenue and earnings per share missing analyst estimates. Guidance from the company sent shares higher, with Oracle one of the ...
Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...
DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...