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

However, there’s something more specific impacting Oracle: bondholders have just initiated a lawsuit concerning possible losses resulting from the company’s

Oracle patches roughly 230 unique CVEs across more than 30 products with its first Critical Patch Update (CPU) released in 2026.

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 billion by 2030, with the largest compute buyers on the planet—OpenAI, Meta, xAI, and NVIDIA—locking in capacity at unprecedented scale. Whoever serves them first earns scale, scars, and credibility.

Cloud giant Oracle updated its VMware offering to a bring-your-own-license (BYOL) model in line with Broadcom’s VMware Cloud Foundation (VCF) framework.

ByteDance has transferred part of TikTok's U.S. operations to a majority-American consortium, including Oracle, Silver Lake, and MGX.

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Rajeev Rungta implemented Oracle Cloud Supply Chain for a Forbes 100 hitech leader, automating procurement and integrating manufacturing systems for global efficiency.

Oracle (ORCL) is burning cash for AI, while still paying out $1.4B in dividends. Larry Ellison holds 40% ORCL stock. 2 more reasons why..

Oracle can move AI capacity around fast, but it may not matter.