The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

Oracle is tightening the purse strings to reduce capital needs. They now require for new customers 40% upfront on building infrastructure. Another strategy being explored: requiring customers to buy ...

The $300 billion agreement between Oracle and OpenAI, first revealed on September 10, has gone deep into the red; negative $74 billion to be exact. The market wiped out $315 billion from Oracle’s ...

OpenAI signs $300 billion Oracle contract starting in 2027 to expand AI capacity Oracle shares jump over 40 percent after reporting $317 billion in future revenue Deal raises risks as OpenAI loses ...

Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send Oracle’s stock soaring—and brought simmering fears of an ‘AI bubble’ back to the ...

Oracle Corporation is upgraded to Strong Buy as its stock forms a long-term bottom near 2025 lows, offering highly compelling ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...

Oracle Corporation’s recent stock surge is largely driven by a narrative around its AI and cloud pivot rather than underlying fundamentals. While revenue in its cloud segment has grown impressively, ...

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter results were mainly ...

Oracle Corp (NYSE:ORCL) is emerging as the fourth major hyperscaler, expanding its artificial intelligence-driven data center footprint to rival other big tech giants. Fueled by more than $300 billion ...