Morgan Stanley analysts expect the GPUaaS expansion to drive "materially higher funding needs" for Oracle, creating challenges for the company to meet its financial objectives. This is particularly ...

Investing.com - Morgan Stanley lowered its price target on Oracle (NYSE:ORCL) to $213.00 from $320.00 on Friday, while maintaining an Equalweight rating on the stock. Oracle is currently trading at ...

Over the past quarter, Oracle’s stock has fallen nearly 40% from its highs as investors reassessed margins, capital spending, cash flows, and balance-sheet risk. (Photo source: Reuters and AI ...

TikTok’s top executive announced to employees that ByteDance, the social-media juggernaut’s parent company, has signed deals to create a U.S. joint venture majority-owned by U.S. companies, Bloomberg ...

Oracle's partner in a $300 billion deal, OpenAI, is projected not to be cash generative until 2030. The bond markets are growing stressed about the company's future financing needs. This appears to be ...

Vanathi S said she had been working a regular 9-5 job, travelling and content creation for over a decade before deciding to quit. (Image credit: @theuntoldtrails ...

Dec 12 : Oracle has pushed back the completion dates for some of the data centers it is developing for OpenAI to 2028 from 2027, Bloomberg News reported on Friday citing people familiar with the work.

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Credit default swaps are derivatives that function like insurance on bonds, paying out if a borrower fails to meet its debt obligations. Rising CDS spreads signal that investors see higher risk.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Oracle Corp. owns almost 80 ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...