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 ...
ET CIO

DBMS Software: 10 Best Tools for Enterprises in 2026

Discover the leading database management systems for enterprises in 2026. Explore key features, pricing, and implementation tips for selecting the best DBMS software to harness your data effectively.
Gizmodo

Oracle’s AI Push Is Leading to Its Worst Quarter Since 2001

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...
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 ...
Becker's Hospital Review

New Oracle headquarters’ price tag rises to $4.5B: Report

Oracle’s new world headquarters in Nashville, Tenn., will cost $4.5 billion, the Nashville Business Journal reported. The price tag for the 80-acre project with 2.7 million square feet of building ...
The Motley Fool

Why Shares of Oracle Are Sinking Today

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...
Benzinga.com

Oracle Shares Slip On Report Of OpenAI Data Center Delays To 2028

Oracle Corp (NYSE: ORCL) shares slipped on Friday after Bloomberg reported that some of the company's data centers being built for OpenAI will now be completed in 2028 instead of 2027. What Happened: ...
Hosted on MSN

'Fast Money' traders talk report Oracle is delaying data centers

The 'Fast Money' traders talk report Oracle is delaying data centers. Political malpractice: Johnson faces bipartisan blowback for nixing ACA subsidies vote The Navy built this and barely anyone knows ...
Gizmodo

Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
The Business Journals

Oracle boasts an insane AI backlog. It's spending heavily to get ready.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Oracle Corp. reported its latest ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL-1.94%decrease; red down pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...