The $500 Billion Reason Wells Fargo Thinks Oracle Stock Can Gain 40% from Here Wells Fargo says Oracle’s $500 billion AI pipeline could supercharge OCI’s growth, setting the stage for a massive stock surge. Barchart · Dec 4, 2025
The Pullback in Oracle Stock Just Created a Buying Opportunity Oracle stock is down nearly 40% from its 52-week high, presenting an opportunity for long-term investors. Barchart · Dec 4, 2025
Jim Cramer Says Oracle Doesn't 'Live Or Die' On OpenAI The battle between Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and OpenAI for dominance in the artificial intelligence sector could spill over and impact many technology companies. TV host Jim Cramer singled out Oracle Corp (NYSE:ORCL) as a stock to watch that could lose if OpenAI falls, but possibly see strong demand elsewhere. Benzinga · Dec 1, 2025
Analysts Say Even the Bear Case for Oracle Stock Is Bullish. Should You Back Up the Truck on ORCL? HSBC and Deutsche are both out with very positive coverage on Oracle, saying the selloff is overdone. Barchart · Dec 1, 2025
AMD Stock Drops 15% in a Month: Should You Buy, Sell, or Hold? The competitive landscape is changing for AI GPU suppliers like AMD as Google’s TPUs could gain momentum and hurt its growth prospects. Barchart · Dec 1, 2025
Top 10 Richest People in the World 2025: Elon Musk Leads as Tech Billionaires Control £1.44 Trillion Fortune Forbes reveals how technology giants dominate the world's richest list as billionaire fortunes reach record highs in 2025. International Business Times UK · Nov 30, 2025
Morgan Stanley Warns Oracle Debt Risk Could Hit 2008 Crisis Levels Oracle Corp (NYSE:ORCL) is waking up to a problem no tech giant wants in an AI-mania market: credit risk headlines louder than growth headlines. Morgan Stanley issued a blunt warning Wednesday, flagging rising stress in Oracle's balance sheet as the company aggressively borrows to fund its hyperscale AI data-center expansion. Benzinga · Nov 28, 2025
‘It’s not just the hyperscalers’ free cash flow anymore.' Debt related to OpenAI's computing needs is moving credit markets. All that extra debt is moving credit markets. 'It's not just the hyperscalers' free cash flow anymore.' Fortune · Nov 28, 2025
AI Firms In China May Ditch NVIDIA After Startup Claims A Cheaper, 1.5×-Faster Tensor Chip Chinese startup Zhonghao Xinying has challenged NVIDIA's dominance by claiming its new 'Ghana' TPU is 1.5× faster than the 2020 A100 chip and built entirely on domestic IP. International Business Times UK · Nov 28, 2025
Read Warren Buffett's annual Thanksgiving letter for 2025—his final one to shareholders The 95-year-old Oracle of Omaha is stepping back from Berkshire Hathaway and ending his legendary annual shareholder letters. Fortune · Nov 27, 2025
Chinese startup founded by Google engineer claims to have developed its own TPU chip for AI — custom ASIC reportedly 1.5 times faster than Nvidia's A100 GPU from 2020, 42% more efficient A Chinese startup founded by an ex-Google engineer has developed its own tensor processing unit (TPU) that it claims can offer performance over 1.5 times that of the Nvidia A100 GPU released in 2020, with up to 42 percent greater efficiency. Tom’s Hardware · Nov 27, 2025
Unusual Activity in Oracle Corp Put Options Highlights ORCL Stock's Value A large volume of deep out-of-the-money (OTM) put options has traded in Oracle Corp (ORCL). These OTM puts are set to expire in over one year but only work if ORCL stock falls 50%. The activity highlights ORCL's underlying value. Barchart · Nov 26, 2025
OpenAI won’t make money by 2030 and still needs to come up with another $207 billion to power its growth plans, HSBC estimates What company has a consumer base representing 44% of the world’s adult population and a $620 billion data center bill? OpenAI five years from now. Fortune · Nov 26, 2025
Is Oracle Stock Underperforming the Dow? Oracle has underperformed the broader Dow Jones Industrial Average index over the past year, yet Wall Street analysts remain moderately optimistic about its prospects. Barchart · Nov 26, 2025
MarketBeat · Nov 25, 2025 Missed the AI Boom? These 2 Crushed Stocks Could Be Your Second Chance The recent AI-induced market sell-off has caused some stocks to correct more than warranted. These stocks are oversold and analysts remain bullish on them.
Benzinga · Nov 25, 2025 Oracle And Nvidia Team Up To Power Abu Dhabi's Push For 'Sovereign AI' Oracle Corp (NYSE:ORCL) is supercharging its Abu Dhabi cloud region with the Middle East's first Nvidia Corp (NASDAQ:NVDA)-powered Oracle Cloud Infrastructure (OCI) Supercluster.
TechRadar · Nov 24, 2025 Cox Enterprises hit by Oracle data breach - but it won't name who carried out the attack Cl0p ransomware group says it has already leaked the stolen files on the dark web.
Fortune · Nov 23, 2025 AI rivals like OpenAI, Nvidia, and Oracle are collaborating to build ‘Stargate’—but a Yale expert says it violates 135 years of antitrust law Six AI leaders are uniting to form a single company. How is this possibly legal, asks Madhavi Singh of Yale’s Thurman Arnold Project, an initiative dedicated to antitrust issues.
Livingetc · Nov 23, 2025 I Can't Believe I'm Saying This, but Is Color-Blocking About to Get Really Big in Interior Design Again? "It’s no longer about gimmick or shock, and instead makes a smooth, layered statement"
Tom’s Hardware · Nov 21, 2025 Wall Street warns of rising AI debt risk as stocks slide on wobbly investor confidence — analysts warn of 'systemic risk' as Nvidia share price creaks Wall Street analysts are growing increasingly concerned about the interconnected revenue relationships of many of the top AI and tech companies and their rapidly expanding debts, financing enormous infrastructure projects. This has investors worried, and stocks are sliding as concerns are rising.
Benzinga · Nov 20, 2025 Bloom Energy Stock Soars On AI Data Center Demand: What's Going On? Bloom Energy Corp (NYSE:BE) shares are trading higher Thursday morning, extending a powerful rally driven by the company's pivot to powering AI data centers. Here’s what investors need to know.
Barchart · Nov 20, 2025 Burry Calls ‘Fraud’ on Hyperscalers: 4 Pins Set to Pop the AI Bubble and the ‘Big Short’ Math on Big Tech Here's a closer look at the accounting concerns Michael Burry is calling out on AI hyperscalers, and 4 points of concern for bubble-watchers.
Fortune · Nov 20, 2025 More Big Tech company debt ‘would increase the macro risks associated with the AI build-out,’ Goldman Sachs warns Amazon, Google, Meta, Microsoft, and Oracle have taken on $121 billion in new debt, year to date—quadruple the amount from the prior five years.
Autosport · Nov 20, 2025 Inside how Oracle Red Bull Racing uses 1Password to secure F1 data, strategy and performance in real time A Q&A with 1Password CEO David Faugno, whose company is the exclusive cybersecurity partner of Oracle Red Bull Racing
The Guardian - US · Nov 20, 2025 Larry Ellison discussed axing CNN hosts with White House in takeover bid talks Exclusive: Senior officials indicated favorability toward Paramount Skydance acquiring Warner Bros Discovery