Morgan Stanley finds Oracle's AI infrastructure buildout creates risk for EPS targets

Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

TRADING UPDATES: Oracle Power sees positive results at Kalgoorlie

(Alliance News) - The following is a round-up of updates by London-listed companies, issued on Monday and not separately reported by Alliance News: ...

Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?

Cloud computing continues experiencing explosive growth as artificial intelligence drives unprecedented infrastructure demand ...
Barron's

Oracle Stock Falls After Report on AI Data-Center Funding Talks

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...
Gizmodo

Oracle’s AI Push Is Leading to Its Worst Quarter Since 2001

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...
CoinDesk

Oracle TikTok deal lifts AI mining stocks as bitcoin tags $88,000

Oracle (ORCL) shares jumped more than 6% in pre-market trading to around $190 after Bloomberg reported that TikTok signed binding agreements to form a new U.S. joint venture led by Oracle, helping ...
Dolphins WireOpinion

7 reasons Michigan should be wary of DTE/Open AI data center | Opinion

The Michigan Public Service Commission is expected to weigh in on special contracts required to build the data center at a ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Hosted on MSN

Blue Owl won’t back Oracle’s $10B data center in Michigan, FT reports

Blue Owl Capital (OWL) will not proceed with backing a planned $10B, 1-gigawatt Oracle (ORCL) data center in Michigan intended to serve OpenAI after negotiations stalled amid concerns over Oracle’s ...
Reuters

Oracle denies report on OpenAI data center delays

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Seeking Alpha

Oracle erases some losses as company denies report of data center delays

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...
The Motley Fool

Why Shares of Oracle Are Sinking Today

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...