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 ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

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: ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

As we’ve been following, Oracle (Nasdaq: ORCL) reported Fiscal Q2 earnings after the bell and shares are down 5.6% as of 4:20 p.m. ET. Let’s look at some pros and cons from the quarter. RPO increased ...

One analyst expects the company will provide an update on financing needs that could show they're 'less demanding' than what Wall Street fears Oracle reports earnings on Dec. 10. Many ...

Oracle Health now reports to Mike Sicilia, co-CEO of Oracle, Bloomberg reported Nov. 11. According to organizational charts cited by Bloomberg, Mr. Sicilia has assumed oversight of Oracle Health. This ...

CISA has confirmed that an Oracle E-Business Suite flaw tracked as CVE-2025-61884 is being exploited in attacks, adding it to its Known Exploited Vulnerabilities catalog. BleepingComputer previously ...