Already, Oracle's free cash flow, defined as operating cash flow minus capital expenditures, has plunged into negative ...
OpenAI's partners, including SoftBank and Oracle, are shouldering nearly $100 billion in debt linked to the AI firm, which ...
Advanced Micro Devices’ AMD data center AI business is driven by strong demand for Instinct MI350 series and MI300 series ...
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 ...
A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...
Oracle Corp faces its highest credit risk in three years fueled by rising AI investments, warning signals from Morgan Stanley ...
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Here’s Why Oracle Is Not the Next Nvidia
Oracle (NYSE:ORCL) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism ...
We go over the three problems with Oracle's optimistic projections and go over how it can fix things. Click here to find out ...
Dartmouth College confirmed suffering a data breach after cybercriminals targeted its Oracle E-Business Suite (EBS) instance.
Oracle (NYSE:ORCL) is leaning deeper into the AI boom, even as Wall Street grows uneasy about how much the build-out could cost. A report from the Financial Times says Oracle and Vantage Data Centers ...
Oracle has emerged as the weakest member of the AI hyperscaler herd, with hedge funds now shorting both its stock and debt.
Oracle stock has fallen nearly 30% in a month as debt worries and AI-related uncertainty hit sentiment. The company has added tens of billions in new borrowing to fund rapid data-center expansion, ...
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