#oracle
40 stories
Banks Sell AI Data Center Debt at Discount
Banks offloading $38 billion AI data center debt as market distrusts risk.
Startup Fortune · 1m
Data Centers Threaten Climate Goals in Texas and New Mexico
Texas and New Mexico data centers could undermine climate targets as emissions rise.
Texastribune · 2m
CoreWeave bonds plunge, yield hits 15%
CoreWeave bonds plunge as yield hits 15%, warning for AI infrastructure financing.
BigGo Finance · 1m
Nasdaq Drops on Inflation Data
Hot inflation data sparks rate-hike fears as Nasdaq falls sharply.
mint · 1m
US AI Stocks Drop 16% as Inflation Fears Hit Market
AI stocks tumble 16%, wiping $80 billion in value as US inflation fuels rate fears.
The Economic Times · 1m
CoreWeave shares plunge as AI debt fears grip markets
CoreWeave stock sank 16% and bond yields surged near 15% as investors worry technology companies are borrowing too heavily for artificial intelligence infrastructure.
CNBC · 1m
China's September exports surge as chip shipments double
China's exports jumped 36.3% in September, with chip shipments doubling despite US restrictions.
Startup Fortune · 1m
Tencent Raises $5 Billion for AI Chips
Tencent seeks $5 billion in bonds to lease 100,000 AI chips from Oracle.
Startup Fortune · 1m
Market Trouble Signals
CDS prices rise as AI hype drives equity markets high.
Financialpost · 1m
AI data centre debt could spark wave of lawsuits
A Quinn Emanuel memo warns that fast-depreciating GPU collateral could trigger cascading defaults across linked AI infrastructure deals.
The Next Web · 1m
Treasury Yield Hits 24-Year High as AI Debt Surge
US bond yields surge to 2007 peak amid AI infrastructure debt crisis.
Startup Fortune · 1m
Oracle Uses AI to Cut Work Time
Oracle employees use ChatGPT and Codex to complete tasks in minutes instead of days.
OpenAI · 1m
AI stocks tumble as OpenAI revenue falls short
OpenAI's actual revenue of $50 billion is $18 billion lower than previously reported, sending Nvidia, Oracle and CoreWeave shares down.
CNBC · 1m
Oracle Stock Swings
Oracle's massive RPO signals huge AI cloud growth despite stock decline.
Yahoo Finance · 1m
Oracle Fusion Claw Enables Enterprise AI Autonomy
Oracle's Fusion Claw lets enterprise AI run autonomously with governance.
Cloud Wars · 1m
Data Centers: $6 Trillion Time Bomb
Analysts warn data centers could trigger a $6 trillion economic crisis without AI revenue growth.
Futurism · 1m
Cloud Wars Top 3 AI Vendors
Palantir, Google Cloud, and Oracle lead AI growth with 93%, 82%, and 62% quarterly increases.
Cloud Wars · 1m
Oracle invokes force majeure on New Mexico data center
Oracle sends force majeure notice to Project Jupiter developer, allowing payment delays if the 2028 opening slips.
TechCrunch · 1m
Larry Ellison's Hidden Power Web
Larry Ellison, 82, controls a vast network of tech, media, and political power through Oracle, his son's media empire, and global influence.
Vanity Fair · 3m
Oracle Stock Could Jump 50%
Oracle shares may rise 50% to $225 if cloud growth continues.
24/7 Wall St. · 1m · 6 views
Storm clouds gather over global stock markets
Rising bond yields, an AI bubble, and Middle East tensions are fuelling fears of a market crash.
the Guardian · 4m
ShinyHunters Hacked FBI, Stole Agent Data
Cyber gang ShinyHunters claims to have breached FBI systems, stealing data on nearly all agents.
PCMAG · 1m
Oracle's severance: what laid-off workers actually get
An internal FAQ reveals Oracle is offering less generous severance than rivals as it cuts thousands to fund AI spending.
Business Insider · 1m
3 stocks Wall Street loves for the long haul
Top analysts see Oracle, Rocket Lab, and Meta as decade-long winners despite market turbulence.
CNBC · 2m
Oracle's $1,000 bet: risky AI play or unfair underdog?
Oracle is spending billions on AI infrastructure but faces skepticism from investors who doubt it will pay off.
Yahoo Finance · 2m
Trump's $500B AI megaproject hits major snags
Oracle invokes force majeure on a critical data center, signaling deep trouble for the Stargate initiative.
Futurism · 1m
AI is finding bugs faster than humans can fix them
AI tools are uncovering software vulnerabilities at record speed, but security teams lack the resources to patch them all.
WIRED · 1m
Datacenter delays threaten the AI boom
Local opposition and energy concerns are stalling major AI infrastructure projects across the U.S. and globally, forcing a slowdown the industry can't control.
Futuriom · 3m
Oracle's CFO reframes layoffs as strategic focus
New finance chief Hilary Maxson tells employees the job cuts aren't about doing more with less, but about simplifying and redirecting resources.
Yahoo Finance · 1m
IBM's 31-year dividend streak masks stagnant growth
IBM has raised dividends for three decades, but recent increases are so tiny they barely beat inflation.
24/7 Wall St. · 1m
Oracle's AI boom is just getting started
Oracle's massive backlog is converting to revenue as cloud infrastructure grows 121% and creative financing unlocks billions in new contracts.
Cloud Wars · 2m
Oracle's cloud business hits hypergrowth
Oracle's cloud infrastructure surged 121% in Q1, with a $664 billion backlog nearly matching Microsoft's despite being 6X smaller.
Cloud Wars · 1m
NVIDIA's $500B debt deal raises red flags for investors
Wall Street is securitizing AI hype with new financing vehicles, but the money doesn't exist yet and tech companies pivoting to finance rarely ends well.
Futuriom · 3m
Oracle's AI bet strains finances despite cloud growth
Strong cloud revenues can't hide the mounting costs and debt from Oracle's massive AI infrastructure push.
Futuriom · 1m
Oracle's vision: Apps and AI agents working together
CEO Safra Catz explains how Oracle is blending applications with agentic AI, rejecting the idea that agents will replace apps.
Cloud Wars · 1m
Oracle's cloud growth hits 121% with new business model
Oracle's cloud infrastructure is exploding, and it's not just the tech driving it.
Cloud Wars · 1m
How Juniper Networks transformed HPE's fortunes
HPE's $14 billion Juniper acquisition drove 158% stock growth and major deals with Oracle and AMD in just over a year.
Futuriom · 1m
Oracle explains how apps and agents work together
CEO Mike Sicilia clarifies how AI agents enhance rather than replace enterprise applications.
Cloud Wars · 1m
Larry Ellison just pulled a $7.5 billion sell order
Oracle's biggest shareholder walked away from cashing out billions, and the timing says everything about what he expects next.
Yahoo Finance · 2m
Larry Ellison calls off a $7.5B stock sale
Oracle's co-founder had 50 million shares teed up, then pulled the whole plan with no explanation.
TechCrunch · 1m