Shareholders are filling the remaining gap. In Q1, Oracle sold $20 billion of new common stock. The dilution was limited, given Oracle's $417.7 billion market cap today, but the company is still ...

Oracle's $300 billion AI data center deal with OpenAI creates massive opportunities for Vertiv and Caterpillar as industrial ...

Oracle stock rises 4% on positive OpenAI funding news. OpenAI accounts for about $300 billion of Oracle’s $664 billion RPO.

Oracle's RPO hit $664 billion, up 46%, while $18 billion of Project Jupiter loans trade near 89 cents and S&P cut its rating ...

Mark Zuckerberg lost $8.9 billion in a day as Meta stock dropped 4% following a Goldman Sachs report warning AI spenders need $300 billion to break even.

Oracle's $18B bond issuance, BBB- credit rating, and community opposition at AI data centre sites are stress-testing its $56B infrastructure ...

Oracle layoffs could impact up to to 10,000 employees globally, including 3,000 in India alone ahead of September quarter. Is the software company redirecting spending towards its AI infrastructure ...

If the market is overpricing the debt/backlash risk, the stock can snap back quickly as credit fears fade and AI contract ...

1. 30秒要約 今週は米中首脳会談での関税削減とAI対話継続の合意を材料に地政学リスクが後退する一方、Oracleの供給制約懸念でクラウドAIインフラへの警戒感が強まり、投資マネーはコンシューマーAI・エッジ半導体銘柄へ選別的に向かった週だった。

Oracle (NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. “If OpenAI runs into trouble, I think ...

Oracle founder Larry Ellison cancels plan to sell up to 50 million shares, halting a $7.5 billion divestment amid investor concerns over AI spending and Oracle’s financial outlook.

This year, the company has already laid off 21,000 employees. That number is expected to rise with a $700 million addition to ...