Oracle's AI cloud business is booming. Its balance sheet is another story.

Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to $70 billion.

Oracle hat mit einem wahnwitzigen Konzept zur Energieversorgung breite Proteste gegen sein riesiges Rechenzentrum in New ...

An extra $37 or so might buy you a half a tank of gas these days, so it's not exactly money you'd want to ignore.

Goldman Sachs projects hyperscaler AI capex hitting $1.2 trillion in 2027, above consensus, while estimating a $300 billion ...

Oracle may face carry-cost payments on its New Mexico AI data centre if electricity delays persist, increasing risk for its ...

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 ...

Google co-founder Larry Page, Oracle co-founder Larry Ellison, Dell Technologies founder Michael Dell and Amazon founder Jeff Bezos have each been the world's second richest person this year behind ...

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

FT reports Big Tech is hiding $300bn in AI debt via guarantees and SPVs, as Google's data center exposure jumps from $16.9bn ...

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

Oracle's heavy debt load makes it a riskier stock, but I believe the debt is unlikely to derail the company's AI cloud ambitions. Indeed, carrying nearly twice its book value in debt increases the ...