Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...

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Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle ORCL-1.94%decrease; red down pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...