Digi Times

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
Hosted on MSN

Oracle investors have questions about its spending

The software giant posted quarterly results that fell short of Wall Street's revenue expectations on Wednesday, and shares slid more than 11% in after-hours trading. "Capex & financing needs have been ...
Reuters

Oracle forecasts miss Wall Street targets while spending rises, shares slide 10%

Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
The Motley Fool

Even Though Oracle Fell After Earnings, I'd Still Rather Buy It in December Over Every "Magnificent Seven" Stock (Except One)

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Reuters

Oracle denies report on OpenAI data center delays

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 ...
Benzinga.com

Oracle Stock Drops On Mixed Q2 Earnings: RPO Growth Of 438%, Company Stresses Cloud, Chip 'Neutrality'

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Seeking Alpha

Oracle erases some losses as company denies report of data center delays

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...
Indiatimes

As OpenAI's losses mount, partners including Oracle, SoftBank, CoreWeave amass $100 billion in debt, and how this may only be the beginning

OpenAI's partners, including SoftBank and Oracle, are shouldering nearly $100 billion in debt linked to the AI firm, which itself carries minimal debt. This strategy leverages others' balance sheets, ...
The Motley Fool

Oracle Might Be the Riskiest AI Stock as Bubble Fears Grow

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...
Investopedia

Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...