The Organization file

Oracle

34 stories · 4 sources · updated every week

Oracle's debt concerns eased on Oct 28 with a $20 billion financing cap and 50-50 debt-equity mix. Watch for further clarity on its $117 billion debt and BBB-1 rating, especially as it integrates OpenAI's ChatGPT and Codex.

Timeline

Oct 30

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (Brody Ford/Bloomberg)

TechMeme

Oct 30

Oracle stock pops 11% as long-term revenue forecast and clarity on financing ease debt concerns

CNBC

Oct 27

AI debt fears ease ahead of Oracle, Alphabet and Amazon updates. Here's what to watch.

CNBC

Oct 27

Jordi Visser shifts from AI to broad crypto bet

Cointelegraph

Oct 27

Oracle Adds ChatGPT, Codex and AI Hardware

TechMeme

Oct 27

Jim Cramer warns this overlooked danger could threaten the market rally

CNBC

Oct 26

HHS Cuts 14 Health-Record Certification Rules

STAT News

Oct 26

Goldman Ex-AI Index Edges Ahead of the S&P 500

CNBC

Oct 26

Sunrise co-founder opposes big solar, data centers in swing race

Grist

Oct 23

AI buildout hits credit crunch as neoclouds falter

CNBC

Oct 22

AI Debt and French Bonds Under Pressure

CNBC

Oct 20

CoreWeave Debt Stays Distressed as Nasdaq Gains 1%

CNBC

Oct 19

Oracle CDS Spreads Widen Amid Junk Rating Fears

CNBC

Oct 19

Oracle Drops 54% as Credit Stress Tests AI Bull

Google News Business

Oct 19

Oracle Down 54% as Debt Fears Put AI Trade on Trial

Google News Business

Oct 18

CoreWeave Bond Yield Tops 15% as AI Debt Woes Mount

TechMeme

Oct 15

The tech backlash is now in theaters

The Verge AI

Oracle

Timeline

Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B (Brody Ford/Bloomberg)

US tech stocks see sharp falls as AI spending nears $1tn

Intel Plunges 21% on Weak PC Outlook

Microsoft Extends Run to 10 Record Revenue Quarters

Oracle stock pops 11% as long-term revenue forecast and clarity on financing ease debt concerns

AI debt fears ease ahead of Oracle, Alphabet and Amazon updates. Here's what to watch.

Jordi Visser shifts from AI to broad crypto bet

Oracle Adds ChatGPT, Codex and AI Hardware

Jim Cramer warns this overlooked danger could threaten the market rally

HHS Cuts 14 Health-Record Certification Rules

Goldman Ex-AI Index Edges Ahead of the S&P 500

Sunrise co-founder opposes big solar, data centers in swing race

AI buildout hits credit crunch as neoclouds falter

AI Debt and French Bonds Under Pressure

CoreWeave Debt Stays Distressed as Nasdaq Gains 1%

Oracle CDS Spreads Widen Amid Junk Rating Fears

Oracle Drops 54% as Credit Stress Tests AI Bull

Oracle Down 54% as Debt Fears Put AI Trade on Trial

CoreWeave Bond Yield Tops 15% as AI Debt Woes Mount

The tech backlash is now in theaters

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