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 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 ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

Oracle has reportedly delayed some of its data center projects set for OpenAI workloads by as much as a year. The company made the move to delay projects from 2027 to 2028, Bloomberg reports, mostly ...

An upbeat second-quarter earnings report from Oracle wasn’t enough to shake off the artificial-intelligence jitters that have crept into the stock. Oracle ORCL cleared the bar set by Wall Street on ...

Oracle ORCL-1.76%decrease; red down pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...

What To Know: Oracle is scheduled to report second-quarter financial results for fiscal 2026 after the bell on Wednesday. Analysts estimate earnings per share of $1.64 and revenue of $16.21 billion, ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...

Oracle (ORCL) stock is down roughly 30% in the past month as investors worry about the company's debt and over-reliance on its mega deal with OpenAI (OPAI.PVT). Jeffries senior analyst Brent Thill ...