Oracle, Meta, xAI, and CoreWeave moved $120 billion of AI infrastructure debt off their books using SPVs funded by Wall Street. These off-balance sheet deals let tech firms borrow without hurting ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct professor of Finance and enjoys reading about financial and economic history.

The Lineup Cheat Sheet was created so that you could get quick answers to your Fantasy start/sit questions with the analysis already built in. For detailed rationale, check out my latest content, ...

Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about recently. Cramer noted that the company has a “huge amount of debt” and remarked: “But how about the rest of tech? The data ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...

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 ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...