What To Know: The Financial Times reported on Wednesday that Blue Owl Capital (NYSE:OWL) , Oracle’s biggest data center partner, has decided not to support a $10 billion deal for its next planned data ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4.5% in the afternoon session after reports revealed that a critical $10 billion funding deal with Blue Owl Capital for a Michigan data ...

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...

The cost of insuring Oracle's debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader corporate sector is spending on AI and the borrowing ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

(Bloomberg/Carmen Reinicke) — Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle (ORCL) shares fell 28% in the past month as AI infrastructure fears triggered a 40% peak-to-trough correction. Oracle holds a colossal cloud contract with OpenAI and stands to benefit directly ...

The cost of protecting Oracle Corp.’s debt against default is surging by the most since 2021, as jittery investors and lenders rush to hedge against the billions of dollars the software giant is ...

Welcome to our wrap-up of Oracle AI World 2025! We spent two days on the ground in Las Vegas to hear from co-CEOs Mike Sicilia and Clay Magouyrk at their first AI World event in their new roles, with ...