Credit Default Swaps spike — some AI firms now riskier than banks before the 2008 crash

Credit default swaps on major AI companies are soaring. Oracle and other tech giants are borrowing billions to expand AI data ...

How “smart money” is preparing for the great AI market reset

A deep look at the AI market reset as smart money rotates out of Big Tech, speculative stocks fall, and trillion-dollar AI ...
newscase

Oracle’s AI Ambitions Face Financial Reality Check

The technology sector is witnessing a dramatic reversal of fortune for Oracle, as the company's aggressive artificial ...

Oracle’s debt mountain grows: $56 billion in new borrowing as cash flow turns deeply negative

Oracle is under pressure as its debt load jumps by $56 billion while free cash flow turns sharply negative. The company’s ...
Finance & Commerce

AI industry’s data center construction push continues

Anthropic plans $50 billion in new AI data centers in Texas and New York, as Microsoft and others ramp up massive ...
The Manila Times

Anthropic, Microsoft announce new AI data center projects

ARTIFICIAL intelligence (AI) company Anthropic announced a $50-billion investment in computing infrastructure on Wednesday ...

Datavail and Opkey Partner to Accelerate Oracle Implementations and Do More with Less

“Opkey’s core mission is to empower our partners to win through innovation,” said Grae Gray, Executive VP, Strategic Innovation Partners, Opkey. “We’re thrilled to help Datavail scale their delivery, ...

Could Oracle Be the Dark Horse in the Enterprise AI Cloud Race?

Oracle is the fifth-largest cloud computing infrastructure company, and its massive backlog is gaining attention.

Oracle Slides Again, but Analyst Sees 75% Upside on $400 Price Target

Mizuho Securities analyst Siti Panigrahi reaffirmed a Buy rating and a $400 price target, suggesting shares could climb about 75% from current levels. Panigrahi said Oracle remains well positioned to ...