The Register on MSN

Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track

And don't sweat the debt either, we've got plenty of capital at our disposal Despite Wall Street jitters and reports to the ...

Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

All the while, Oracle’s five-year credit-default swaps (CDS) —a key indicator of credit risk — have been surging. While ...

Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

Oracle Stock Is Down But Not For Long

Oracle's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Learn why ORCL stock ...

A Bad Week for Oracle Stock Got Even Worse on Friday. Here's Why

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today?

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...

Oracle made a $300 billion bet on OpenAI. It's paying the price.

Rising concerns about OpenAI’s mounting costs — set to hit $1.4 trillion due to its deal spree with firms including Nvidia ( ...

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

Oracle said that spending would rise by $15 billion compared with earlier estimates - a sign that big capital outlays to ...

Oracle Stock Is Getting Whacked. Is the AI Trade a 'Show Me Story' Now?

Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...