Oracle reportedly plans another layoff round before September amid a $55.7B FY2026 AI-infrastructure capex surge; its workforce fell ~13% over…
Oracle’s Data-Center Gamble: $600 Billion in Contracts, and a Balance Sheet in the Red
Oracle's contracted revenue tops $600 billion, but a sprawling data-center buildout is pushing free cash flow deep into the red.
AI-Debt Insurance Just Hit a Record High and a $620 Billion Chip Crash Hit Korea. Same Story.
5-year CDS on the five biggest US hyperscalers jumped 115->162bps (~12% implied default odds) as their debt topped $360bn; the…
Five Tech Giants Are Carrying $1.65 Trillion in AI Debt You Won’t Find on Their Balance Sheets
Alphabet, Microsoft, Amazon, Meta and Oracle hold roughly $1.65tn in off-balance-sheet AI obligations — more than their $1.35tn reported debt,…
Ostium Halts Trading After Oracle Exploit — Blockaid Says $18M, CertiK Says $22M
The Arbitrum leveraged-trading protocol paused after an apparent compromise of the oracle feeding its price data, and told users to…
Oracle’s Full-Stack GPT-5 Integration Gains Traction in Enterprise Applications
Oracle’s integrated GPT-5 implementation shows significant efficiency gains in early deployments, challenging Microsoft and Google’s AI offerings with its data-adjacent…
Oracle accelerates sovereign cloud push with new European AI deployments
Oracle expands sovereign cloud infrastructure in Germany and Netherlands with specialized AI clusters, as Bayer adopts its platform for healthcare…
Oracle’s $30 billion AI infrastructure gamble reshapes cloud competition
OpenAI’s Project Stargate partnership with Oracle signals a seismic shift in AI infrastructure economics, challenging AWS and Azure dominance while…
Oracle’s $21B AI infrastructure bet tests legacy reinvention strategy
Oracle’s 13.5% cloud growth fuels $21B AI infrastructure expansion as Database 23ai enables proprietary data processing without migration, though developer…
Oracle Q3 Revenue Misses Estimates Despite 49% Cloud Growth as Stargate AI Project Drives $130B Pipeline
Oracle reported $14.13 billion in Q3 revenue, falling short of estimates by $260 million despite a 49% surge in cloud…
Oracle shares drop after Q3 revenue miss, plans AI expansion
Oracle Corp.’s shares fell 6% in after-hours trading as Q3 revenue of $14.13 billion missed estimates. The firm announced plans…
Oracle’s AI Bet Drives $130B Pipeline Despite Earnings Miss
Oracle’s Q3 2025 cloud revenue surged 49% YoY to $2.7B, but earnings fell short. CEO Safra Catz announced $130B in…