Tag
oracle
14 articles
OpenAI, Oracle Pursue $50B+ in Chip Financing to Cut GPU Dependency
Broadcom arranges over $50 billion for OpenAI's custom silicon while Oracle seeks separate funding for major chip purchases to control AI infrastructure costs
Full Sail Shuts Down on Sui After Switchboard Oracle Exploit
The DeFi protocol disabled deposits and LP reward claims, committing remaining liquidity and team funds to compensate users after a $91,000 loss from a compromised oracle feed.
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.