Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and ...
Here’s what could happen to Oracle shares next. Oracle stock dropped sharply after disappointing Q2 earnings and reports of data center delays. Analysts differ: Bank of America remains optimistic ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
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 ...
Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...
(Bloomberg) --A measure of Oracle Corp.’s credit risk reached a fresh 16-year high Thursday, after the database company’s higher spending on data centers and other equipment raised fresh doubts about ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
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 ...
A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
Oracle's market value has dropped by over $300 billion since its OpenAI deal. Investors are worried about the company's debt-fueled AI investments. This has led to talk of a 'Curse of ChatGPT'. Oracle ...
A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...