Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...

Oracle's Dividend Faces a Critical Test Amidst Cloud Ambitions

The investment community's growing unease was recently underscored by analysts at RBC Capital Markets, who slashed their price target on Oracle shares from $250 to $195. The core of the concern is ...
The Silicon Review

Oracle’s Bold AI Gamble Triggers Biggest Stock Crash in Decades

Oracle’s bold AI strategy triggers its biggest stock crash in decades, rattling investors and raising questions about AI ...
The New York Times

Oracle’s Role in TikTok’s Future Gets Capitol Hill Scrutiny

Top congressional aides met with Oracle on Tuesday to talk about TikTok, which faces a ban in the United States unless it is sold to a non-Chinese owner by early April. By Sapna Maheshwari and David ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
Bloomberg L.P.

What Oracle’s AI-Fueled Stock Market Leap Means in Four Charts

Oracle Corp. is having a record-breaking day in the stock market after delivering blockbuster guidance that has Wall Street buzzing about the opportunities in artificial intelligence. The database ...