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Oracle announced a $300 billion, five-year deal in September to supply OpenAI with computing power. Two weeks later, the company raised $18 billion through bonds and notes. Then, just seven weeks ...

Oracle shares fell 45% from their peak despite finishing 2025 up 17%. Growing concern centers on Oracle’s debt levels and heavy reliance on OpenAI as a single client. It might be overdone in 2026.

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

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 ...

Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

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 ...

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 ...

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Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...