Oracle: Here's How Badly The AI Trade Could Go (Rating Downgrade)

Regulatory approvals take time to play out, so this isn’t necessarily an overnight killer, but it is a growing risk for the ...
Analytics Insight

Oracle’s Latest Job Cuts Reach Stargate Abilene as AI Spending Surges

Oracle layoffs reached Abilene, Texas, on September 14, hitting workers at its flagship Stargate data center. The job cuts came as Oracle continues expanding AI ...

SoftBank shares fall as Oracle data-center warning fuels AI funding fears

SoftBank Group shares pared earlier losses on Friday after Oracle's move to protect itself against potential delays at a major New Mexico data-center project raised fresh concerns over the financing ...
thenextweb.com

Wall Street says Oracle is a buy. The investors selling it can count to $300 billion.

Oracle’s stock has fallen 50% from its September high despite 41 of 51 Wall Street analysts rating it a buy with 43% implied upside. The disconnect centres on Oracle’s $300 billion Stargate deal ...
Forbes

OpenAI StarGate People Move To Meta Amid Data Center Boom

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. In the beginning of 2025, Sam Altman stood in a room with Larry Ellison of Oracle and ...
Crypto Briefing

Oracle’s stock rises as OpenAI ecosystem gains favor

Oracle's stock climbs as its $300 billion OpenAI computing deal drives a 359% RPO surge, but debt and project delays pose real risks for ...
Seeking Alpha

OpenAI, Oracle reveal first Stargate data center in Texas: report

Stargate, a massive $500B joint venture between Microsoft-backed (NASDAQ:MSFT) OpenAI, Oracle (NYSE:ORCL) and SoftBank Group (OTCPK:SFTBY)(OTCPK:SFTBF), revealed the inner workings of its first ...