The Latest Breaking News from Oracle

Nvidia May Be Bankrolling More Than Chips in Oracle’s AI Expansion

TD Cowen says Nvidia may be helping finance Oracle’s data center push, potentially protecting chip demand while taking on additional financial risk.

Barchart · 12h ago

‘My death was reported in Rolling Stone’: how the Zombies made Time of the Season

‘A year after we broke up, we heard that two bands had started touring the US as the Zombies. One group said they were the originals but with a new singer – because I’d been killed in a car crash’

The Guardian - UK · 12h ago

Bloom Energy Just Reported—Its Biggest Order Is Still Waiting on a Pipeline

Bloom Energy's Q3 revenue surged 138.9% and guidance rose again despite Oracle's force majeure notice, as backlog growth, new deals, and analyst upside offset dilution risks.

MarketBeat · Oct 24

S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surges

S&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to data centres and smaller AI firms. Despite rising concerns around AI infrastructure debt, the agency saw no immediate need for rating changes, while flagging profitability and escalating investment as key…

The Economic Times · Oct 19

Oracle Slumped 9% Amid a Tech Selloff and AI Buildout Concerns. Investors Should Cautiously Buy the Dip.

ORCL stock fell amid a tech selloff and rising AI buildout financing concerns after hotter September inflation of 3.7%.

Barchart · Oct 19

Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in…

The Economic Times · Oct 18

Red Bull explains how AI is influencing its F1 race strategy

Red Bull has revealed how an AI-powered race strategy tool developed with Oracle is helping the F1 team make decisions during grands prix

Motorsport · Oct 17

Rising borrowing costs signal funding risks for global AI expansion: Jefferies report

As the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Companies like Oracle and CoreWeave are facing heightened credit risk, indicating struggles with borrowing amidst rising financing costs. Investors need to keep a close eye on credit spreads to gauge the viability of AI…

The Economic Times · Oct 17

CoreWeave investor explains how the loss-making AI ‘neocloud’ provider will claw its way out of debt

The critics are wrong, according to Evan Schlossman, principal at Neostellar Capital Corp., which holds a stake in CoreWeave.

Fortune · Oct 16

Millions Spent on Climate Plans at Risk as Three Data Centres Threaten New Mexico and El Paso Goals

Oracle and Meta data centres near the Texas-New Mexico border could produce 10 million US tons of emissions yearly, challenging climate goals and pollution oversight.

International Business Times UK · Oct 15