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 ...
The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...
Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...
Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...
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 might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
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.
Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...
As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations. Oracle’s aggressive AI-driven data ...
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 ...
A credit-risk gauge on Oracle Corp. debt closed at the highest level since the financial crisis after a flood of bond sales from tech giants amplified concerns that a bubble is forming in the ...