Oracle Is On A Roll But Debt Burden Fears Seem Valid

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

Oracle: Now Is The Time To Be Greedy (Rating Upgrade)

Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ...
MarketWatch

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

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Business Line

Oracle’s debt trades like junk as bond, CDS spreads flare

https://www.thehindubusinessline.com/portfolio/personal-finance/oracles-debt-trades-like-junk-as-bond-cds-spreads-flare/article70393355.ece Copy Oracle Corp.’s new ...
Bloomberg L.P.

Oracle Runs Into More Trouble as Bonds Looks Like Junk

For Oracle, it’s likely bad enough being the mixed metaphor canary in the AI bubble coal mine. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer. Shares of Larry Ellison’s ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Investopedia

Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
MLive

Neighbor feels like ‘collateral damage’ as limited work at OpenAI, Oracle data center site begins

SALINE TWP., MI — Early construction activities recently got underway at what would be Michigan’s first hyperscale data center to power artificial intelligence and cloud-computing. A neighboring ...
Wall Street Journal

Oracle Can’t Escape OpenAI’s Shadow

After five decades of selling enterprise software, Oracle ORCL4.95%increase; green up pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL-1.76%decrease; red down pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
Bloomberg L.P.

Oracle Earnings May Not Be Enough to Assuage Debt, AI Deal Fears

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...
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 ...