Oracle denies report on OpenAI data center delays

Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its ...

Oracle Slumps as Gloomy Forecasts, Soaring Spending Fan AI Bubble Worries

Investors have also dumped Oracle bonds on worries about its debt-fueled AI build-out, while piling into credit-default swaps (CDS) that offer bondholders a hedge against default. CDS for the company, ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Explainer-What Are Credit Default Swaps and Why Are Investors Watching Oracle's?

Trading in Oracle credit default swaps (CDS), which has ‍exploded in the last year and are near their ​most expensive on record, tell a less upbeat story than its shares. WHAT IS A CDS ANYWAY?
Time In the Market on MSN

Oracle’s $523 billion question mark: Why the stock is tanking despite a massive AI backlog

Oracle stock drops despite a record $523 billion AI backlog. Discover why investors worry about debt and rising CapEx.
The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
diginomica

Oracle's new co-CEOs on applications acceleration and CapEx demands that might not be as high as rumors suggest

Wall Street might also have been put off by capital expenditure rising to $12 billion during Q2, above expectations of $8.4 ...