Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
The Washington Post

Towns are saying no to AI data centers. One got sued over it.

When a developer approached Saline Township, Michigan, with a proposal to turn 250 acres of farmland into a data center, the town board said no, citing opposition from residents. Then came the lawsuit ...
The Motley Fool

Oracle Stock Just Tumbled: Here's One Reason Why

Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and profitability is a question mark. Investors appear to be skeptical of the ...
24/7 Wall St

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
Morningstar

Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending spree

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
Forbes

Dartmouth Data Breach Exposes 40,000 Social Security Numbers In Cl0p’s Oracle Rampage

Forbes contributors publish independent expert analyses and insights. Lars Daniel covers digital evidence and forensics in life and law. Dartmouth College has confirmed that a three-day cyberattack in ...
Houston Chronicle

Another data center planned for white-hot Texas tech hub

Meanwhile, another company is possibly looking to build a massive data center in Texas. A filing with the Texas Department of Licensing and Regulation reveals CyrusOne is planning to build a ...
MLive

DTE still expects approval for OpenAI, Oracle data center power despite delay

SALINE TWP., MI — DTE Energy officials still expect state regulators to approve special contracts for the utility to power what would be Michigan’s first hyperscale data center project in Saline ...
24/7 Wall St

Here’s Why Oracle Is Not the Next Nvidia

Oracle (ORCL) issued $18B in bonds and secured a $38B loan to fund AI expansion. Interest payments now consume roughly 20% of quarterly net income. Oracle shares dropped 42% from their September high ...
CNN

Data centers are spiking electricity costs in Maryland. It’s the ‘tip of the iceberg,’ one expert warns

Nike Carstarphen’s electricity bill is rising, even when she’s using less power. The Baltimore resident’s electricity rate jumped 20% from August to September, even though she had cut her usage 40%, ...
MarketWatch

Michael Burry says Oracle and Meta are wildly overvalued. Here’s the root of his criticism.

Michael Burry, the hedge-fund manager of “The Big Short” fame who is betting against two of the stock market’s favorite AI plays, is back with a new criticism of valuations in the sector. Steven ...
TechCrunch

Washington Post confirms data breach linked to Oracle hacks

The Washington Post has said that it was one of the victims of a hacking campaign tied to Oracle’s suite of corporate software apps. Reuters first reported the news on Friday, citing a statement from ...