Tag
Oracle
12 articles
Ellison's $500B AI Play: Oracle's Bet on Infrastructure as Moat
Oracle's Larry Ellison joins OpenAI and SoftBank on Project Stargate while positioning his company to capture enterprise AI workloads through data center dominance.
Ellison Halts $7.5B Oracle Stock Sale as AI Bet Weighs on Stock
Oracle's founder cancels planned share offering amid 23 percent decline and heavy debt load from infrastructure spending
Ellison Cancels $7.5B Oracle Stock Sale as Shares Slide 23% YTD
The founder's abrupt reversal of a 10b5-1 plan signals confidence in Oracle's AI pivot, but the move masks mounting pressure on margins and balance sheet
Oracle's $165B Stargate Project Stalled by Permits, Pivots to 2 GW Renewables
Oracle and OpenAI's New Mexico data center faces legal challenges and delayed air quality permits, prompting a major renewable energy procurement to support full carbon-free operations by 2031
Oracle's Cloud Surge: Infrastructure Beat Shows Pricing Power in AI Race
Oracle's $7.39 billion cloud infrastructure revenue handily beat expectations, but rising capex and debt load temper the upside for a stock trading near all-time highs.
Oracle's $300B OpenAI Contract Inflates RPO 359%, But 2028 Delays Approach
Oracle's five-year computing deal with OpenAI lifted remaining performance obligations to $523B-$638B, but data center execution risk and debt burden cloud the growth narrative.
Bloom Energy's S&P 500 Entry Shows Institutional Adopt of AI Power Play
Bloom Energy's stock has surged 150 percent this year on a $25 billion Brookfield partnership and hyperscaler demand; S&P 500 inclusion could amplify gains but execution risk remains acute.
Oracle's BBB- Rating: A Warning Sign for Overvalued Equities
Oracle's downgrade to junk-adjacent territory signals credit stress in mega-cap tech—a rare crack in a market many analysts now openly call overextended.
Oracle Earnings Test: AI Sector's $1T Vulnerability Exposed
Strong results followed by stock decline would confirm summer correction risk, strategist warns, as semiconductor concentration in S&P 500 reaches dangerous levels.
Standard Chartered Targets LINK at $200 by 2030 as RWA Market Reaches $4T
Chainlink's oracle services are positioned to capture growing demand for on-chain data as tokenized real-world assets proliferate, according to Standard Chartered's digital asset research team.
Oracle's CDS Hits 2008 Peak as S&P Cut Stokes Default Fears
Oracle's 5-year credit default swap surged to 203 basis points on July 24, exceeding its 2008 financial crisis high after S&P downgraded the company one notch above junk over AI spending.
Apple, Nike Recover Billions in Tariff Refunds as Energy Lifts S&P 500 Outlook
Apple got $2.2B, Amazon $600M and Nike $300M from a $166B tariff refund pool, while Energy sector earnings revisions drive a stronger 2026 aggregate forecast.