Oracle is betting big on AI infrastructure. A massive deal with OpenAI could pay off over the next few years, but a lot has to go right. If the AI industry overbuilds AI data centers, Oracle will be ...

Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...

Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...

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 ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

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 ...

(Bloomberg/Carmen Reinicke) — 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 ...

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 contributors publish independent expert analyses and insights. Zak Doffman writes about security, surveillance and privacy. There’s bad news coming for Microsoft users who like a sneaky day ...

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 ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...