Oracle (NASDAQ:ORCL) has already been punished harshly by the market, thanks to its heavy debt load and OpenAI exposure. That ...
Oracle (NYSE:ORCL) looked like it was destined to be the next $1 trillion company last year before things made an abrupt turn ...
Both companies have a lot riding on the success of OpenAI, the leader in large language models.
Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.
Hyperscalers, including Oracle, led the leasing tables in 2025 and, going into 2026, TD Cowen sees a “highly robust” US data ...
Oracle is considering workforce cuts and selling Cerner to alleviate financial pressure, warns investment bank TD Cowen.
Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...
Oracle has lost more than $463 billion in value since hitting a record high of $933 billion in September 2025. That drop, ...
It seems like any stock sitting adjacent to OpenAI has been punished severely in the past couple of months. Undoubtedly, it ...
OpenAI revenue grew from $2B to $20B as power scaled from 0.2 to 1.9 gigawatts—AMD and Oracle capture the buildout.