Oracle Says Blue Owl Not in Michigan Deal, Talks on Track

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t ...

Oracle says Michigan data center project talks on track without Blue Owl

Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...

Oracle's $10 Billion OpenAI Data Center Bet Faces Fresh Doubts After Financing Partner Pulls Out — Is The Deal In Jeopardy?

Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh ...

Oracle slides on uncertainity over $10B Michigan data center financing

Oracle's $10B Michigan data center for OpenAI faces funding setbacks as Blue Owl exits. Learn how this impacts AI growth and ...
The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
Benzinga.com

How Do Investors Really Feel About Oracle Corp?

Short interest is the number of shares that have been sold short but have not yet been covered or closed out. Short selling is when a trader sells shares of a company they do not own, with the hope ...
Indiatimes

'Curse of ChatGPT': How Oracle has lost $300 billion in market value since it announced partnership with OpenAI

Oracle's market value has dropped by over $300 billion since its OpenAI deal. Investors are worried about the company's debt-fueled AI investments. This has led to talk of a 'Curse of ChatGPT'. Oracle ...

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Forbes

Why Is Oracle Stock Dropping?

Oracle stock (NYSE: ORCL) has dropped approximately 30% in a month, wiping out billions in market capitalization and erasing substantial prior gains. This sharp decline aligns with past patterns, ...
MarketWatch

Oracle’s stock could surge 80%, says this analyst who predicts a major rebound

Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...
Bleeping Computer

CISA warns Oracle Identity Manager RCE flaw is being actively exploited

The U.S. Cybersecurity & Infrastructure Security Agency (CISA) is warning government agencies to patch an Oracle Identity Manager tracked as CVE-2025-61757 that has been exploited in attacks, ...
Investopedia

What's Going on With Oracle? Its Stock Price Has Dropped More Than 40% in Two Months.

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...