Fears over Oracle's AI debt load and OpenAI concentration are overblown - and they mask a massive long-term opportunity, according to Guggenheim Oracle's "bring-your-own-chip" model could lower the ...

Netflix announced Wednesday that the fourth season of its popular docuseries “Full Swing” will return to the streaming platform this April. The show was listed among Netflix's full slate of offerings ...

Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...

Dec 17 (Reuters) - Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations with ...

Wall Street’s major indexes closed lower on Friday, and investors left technology for other sectors as Broadcom and Oracle fueled concerns about an AI bubble and rising U.S. Treasury yields added ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...

Amid fears that Oracle (ORCL) could raise as much as $100B in debt to fund its ambitious artificial intelligence endeavors, investment firm BNP Paribas believes the number is much smaller than that.

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...

Oracle bonds take hit after reports of debt takeout Investors concerned over commitments to AI Others question depreciation accounting of AI buildout Nov 14 (Reuters) - Oracle bonds have taken a hit ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that ...