Blue Owl Capital (NYSE: OWL) spooked AI investors on Wednesday when the Financial Times reported that the firm, one of Oracle’s (NYSE: ORCL) larger financing partners for major U.S. data centers, ...
The decision by the Blue Owl private equity group to pull out of an AI investment with Oracle reverberated through the market ...
Residual angst from Oracle and Broadcom’s earnings underscored rising investor scrutiny within the AI complex, though ...
Total money market fund assets (MMFA) gained $10.7 billion to a record $7.666 TN - with a 20-week surge of $590 billion, or ...
Oracle’s share price fell sharply after a Financial Times report revealed that Blue Owl Capital, a key financial partner, had withdrawn its support for a 10 billion dollar (around €8.5 billion) data ...
For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily ...
A shift in equity backing for a key Michigan project reignites concerns over hyperscaler financing and AI optimism ...
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Oracle’s $10B AI data center plan jolted by financing jitters
Could the departure of one partner unsettle the footing of a $10 billion AI mega-project? The latest market downturn at ...
Oracle has quietly become the AI trade’s biggest credit‑risk stress test. Oracle’s share price is down nearly 50 percent from ...
As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...
Hyperscalers' overall debt burden is actually getting lighter as the debt-to-cash ratio should dip to 0.75 in 2025 from 0.94 ...
TikTok CEO Shou Zi Chew said the platform’s US operations will be run through a new joint venture that includes Oracle, ...
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