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Oracle 5 stories · 3 sources · updated every week
Oracle faces investor skepticism, with ORCL at a 14-month low after its $300B OpenAI deal. Watch for Project Jupiter's billions in added costs and widening hyperscaler credit spreads, as Mizuho projects capex exceeding free cash flow next year. Ellison's debt-fueled AI bid and $638B backlog are key factors.
☆ Watch this file Timeline Aug 01 Larry Ellison's Debt-Fueled AI Bid for Oracle TechMeme
Jul 29 Oracle CDS Hit 200 Bps as AI Credit Costs Surge Google News Business
Jul 26 Monday.com is the latest tech company to blame AI for layoffs — here are 20 others TechCrunch
Jul 24 Hyperscaler Credit Spreads Widen on AI Capex Anxiety CNBC
Jul 24 Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others CNBC
Jul 24 Ganesh Shankar Powers $1T Deals for Google, Microsoft YourStory
Jul 23 AMD Unveils Helios Rack System to Challenge Nvidia TechCrunch
Jul 23 Wisconsin gas plant proposals test state review process Utility Dive
Jul 21 Nvidia Vera Rubin Bundles CPUs With Rubin GPUs Wired
Jul 18 Oracle's NM Data Center Switch Adds Billions in Costs TechMeme
Jul 14 ORCL at 14-Month Low as Retail Slams $300B OpenAI Deal Google News Business
Jul 09 Texas Data Centers Used Dry-Cleaner Permits to Skip Reviews Wired
Jul 08 Oracle: Strong Buy With $638B Backlog Google News Business
May 13 Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami CNBC
Apr 19 Oracle, AMD, Tesla, Palantir Surge, Nasdaq Hits Record Yahoo Finance
Apr 16 Asian Index Up, US Markets Record, US‑Iran Ceasefire Economic Times Markets
Apr 14 JPMorgan Beats Estimates as Trading Revenue Hits Record Google News Business
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