Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...
Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning.
Although the $300 billion commitment was OpenAI’s largest at the time, making Oracle appear to have won a significant deal, ...
Technology company Oracle Corporation ($ORCL) is back in the spotlight as concerns rise in the credit market. A new report from Morgan Stanley ...
Oracle stock has fallen 40% amid concerns over its OpenAI partnership and valuation, with analysts divided between bullish and bearish price targets.
Banks and traders drove a surge in CDS hedging linked to Oracle’s role as tenant in massive construction deals. Credit risk ...
When the iPhone 14 Pro models were announced in 2022, Apple surprised many with its innovative integration of software functions with the pill-shaped cutout at the top of the screen. Apple calls this ...
Jared is a writer, editor, and Communications Studies graduate who loves popular nerd culture (almost anything to do with Marvel, DC, Star Wars, or The Lord of the Rings) and the interactive ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results