The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments. But my prediction that Oracle would remain a ...

I maintain a Hold rating, emphasizing the need for Oracle to demonstrate consistent cash generation as its AI strategy matures. RPO surged and improved visibility, but increased concentration risk and ...

Vikash Ramkisoon responded in fluent Hindi to challenge doubts about his language skills in Parliament He offered to debate any topic in Hindi without notes on any TV channel, accepting an open ...

Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't ...

Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 25% over eight trading sessions Oracle issued $25 billion of corporate bonds on Monday as part of its 2026 ...

Big Tech stocks tried to rally Monday after a week that saw more than $1 trillion wiped from their market caps. Oracle led the gains among the tech names. Market concerns came as companies announced ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Banks are tapping investors such as insurance companies and private credit funds as they try to find buyers for ...

Every time Theron publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...