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 ...
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Dorset Council ditching customized SAP for £14M Oracle overhaul
Authority follows Birmingham and West Sussex, which both suffered disastrous transitions Southwest England's Dorset Council ...
Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning.
Oracle Corporation is poised for strong AI growth despite debt concerns, with a potential 50% return in 12 months. Learn more ...
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 stock has fallen 40% amid concerns over its OpenAI partnership and valuation, with analysts divided between bullish and bearish price targets.
This week, a recently fixed Oracle flaw is being actively exploited, Shelly tackled Pro 4PM DoS bug, "Shai-Hulud 2.0" hit npm ...
Banks and traders drove a surge in CDS hedging linked to Oracle’s role as tenant in massive construction deals. Credit risk ...
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