Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Investopedia

Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
Seeking Alpha

Oracle: Why This Selloff Looks Like An Early Christmas Gift

Oracle Corporation has experienced a steep 45% decline from its September peak, erasing prior AI-driven overvaluation. ORCL's fortunes are closely tied to OpenAI, with $300B of its $455B backlog ...
Business Line

Oracle’s debt trades like junk as bond, CDS spreads flare

https://www.thehindubusinessline.com/portfolio/personal-finance/oracles-debt-trades-like-junk-as-bond-cds-spreads-flare/article70393355.ece Copy Oracle Corp.’s new ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
MLive

Neighbor feels like ‘collateral damage’ as limited work at OpenAI, Oracle data center site begins

SALINE TWP., MI — Early construction activities recently got underway at what would be Michigan’s first hyperscale data center to power artificial intelligence and cloud-computing. A neighboring ...
Bloomberg L.P.

Oracle Runs Into More Trouble as Bonds Looks Like Junk

For Oracle, it’s likely bad enough being the mixed metaphor canary in the AI bubble coal mine. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer. Shares of Larry Ellison’s ...
Becker's Hospital Review

AI’s next act: How Oracle Health sees 2026 taking shape

Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

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 ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Morningstar

Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending spree

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
Datacenter Dynamics

Blue Owl opts not to fund Oracle's $10bn Michigan data center

Blue Owl Capital is not planning to provide financial backing to Oracle's planned data center in Saline Township, Michigan. The data center project, valued at $10 billion, is being developed by Oracle ...