Oracle shares fell 45% from their peak despite finishing 2025 up 17%. Growing concern centers on Oracle’s debt levels and heavy reliance on OpenAI as a single client. It might be overdone in 2026.
We have generally been negative about Oracle's common equity. Oracle Corporation (ORCL) 2052 bonds offer a rare 7% yield for an investment grade issuer, reflecting significant risk premiums. We ...
The father of Paramount’s CEO has upped the ante for the hostile purchase of Warner Bros. Discovery, which, if accepted, would keep Warner Bros. intact. Oracle Corp. Chairman Larry Ellison said he ...
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