Weekly cybersecurity roundup covering exploited vulnerabilities, malware campaigns, legal actions, and nation-state attacks ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.
Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...
Oracle's new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, such as old tickets, links to database patch programs and release schedules ...
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The tech sector sold off as investors took in a report that Oracle's $10B data center for OpenAI is in jeopardy. Sources told the FT that talks to build the data center have stalled due to concerns ...
(Bloomberg/Brody Ford and Rose Henderson) — Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined $500 billion on data center ...
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
What To Know: The Financial Times reported on Wednesday that Blue Owl Capital (NYSE:OWL) , Oracle’s biggest data center partner, has decided not to support a $10 billion deal for its next planned data ...
Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations with the crucial partner ...
Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...