Oracle Is Selling $20 Billion in Common Stock. What Does That Mean for ORCL, and Should You Buy Shares Now?

Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for the company and whether investors should consider buying ORCL shares right ...
Wall Street Journal

Oracle Stock Turns Lower After $50 Billion Funding Plan

A data center in Texas being built by Stargate, a partnership between OpenAI, Oracle and SoftBank.Kyle Grillot/Bloomberg News Shares in Oracle (ORCL) fell after the technology company said it plans to ...
MLive

DTE accepts conditions of contracts to power OpenAI, Oracle data center south of Ann Arbor

This story has been updated with more information. SALINE TWP., MI — DTE Energy Co. has accepted all the conditions that the Michigan Public Service Commission (MPSC) outlined in its conditional ...
Forbes

The AI Utility: Oracle Is Building What Big Tech Cannot Live Without

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Bloomberg L.P.

Oracle Says Blue Owl Not in Michigan Deal, Talks on Track

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Money Morning

Broadcom Is First Casualty of the "Oracle Effect"

Call it the "Oracle Effect." Broadcom (AVGO) reported strong fiscal fourth-quarter earnings after the market closed yesterday, but the stock is falling 5% in premarket trading this morning as ...
24/7 Wall St

Live: Oracle (ORCL) Down 13% After Q2 Earnings – Wall Street Reacts

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 ...
CNBC

Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave

Oracle’s quarterly earnings topped expectations, but revenue came up short. Investors have question whether the company’s artificial intelligence investments are justified. Oracle picked up ...
24/7 Wall St

Traders Are Placing 90% Odds on Oracle Beating Earnings

Oracle (Nasdaq: ORCL) is set to report after the bell. We’ll be updating this live blog with news and analysis the moment their earnings go live. One note before the company reports, prediction market ...
MLive

DTE still expects approval for OpenAI, Oracle data center power despite delay

SALINE TWP., MI — DTE Energy officials still expect state regulators to approve special contracts for the utility to power what would be Michigan’s first hyperscale data center project in Saline ...
The Motley Fool

Why Oracle Stock Tumbled 23% in November

Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...