Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...

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 ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle (ORCL) shares slid around 6% after the Financial Times reported that talks with private capital group Blue Owl Capital (OWL) to finance a planned $10B data center in Michigan collapsed. This ...

Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. 10 stocks we like better than Oracle › The "Magnificent ...

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 ...

Oracle and other firms are taking out loans to build data centers that they will rent to AI companies. Investors are starting to wonder if that bet will pay off. Stocks in some major companies ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.