Morgan Stanley finds Oracle's AI infrastructure buildout creates risk for EPS targets

Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch

Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk ...

Oracle: Sell Before The AI Bubble Bursts

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...
Regtechtimes on MSN

Oracle tightens its belt, cutting hundreds of Bay Area roles amid cloud and AI reset

Oracle cuts more than 250 Bay Area jobs as cloud and AI cost pressures rise San Francisco Bay Area — Oracle is cutting more ...
Forbes

The AI Utility: Oracle Is Building What Big Tech Cannot Live Without

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Financial Advisor

Oracle Is Having Its Own 'Code Red' AI Moment

Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...
Benzinga.com

Oracle Reaches Hyperscaler Heights With $300 Billion Bet On AI: Analyst

Oracle Corp (NYSE:ORCL) is emerging as the fourth major hyperscaler, expanding its artificial intelligence-driven data center footprint to rival other big tech giants. Fueled by more than $300 billion ...