Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

What To Know: The Financial Times reported on Wednesday that Blue Owl Capital (NYSE:OWL) , Oracle’s biggest data center partner, has decided not to support a $10 billion deal for its next planned data ...

What To Know: Reports last week indicated a consortium led by Oracle and including private equity firm Silver Lake and UAE-backed investor MGX have reportedly agreed to acquire a minority stake in ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

Dec 17 (Reuters) - Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations with ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct professor of Finance and enjoys reading about financial and economic history.

SALINE TWP., MI — Reports have surfaced that funding for a controversial hyperscale data center project in a rural Michigan community near Ann Arbor is up in the air. But a Big Tech giant and its ...