Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...

Oracle's stock price target remains unchanged at $344.04 per share, even though the discount rate increased slightly from 8.86% to 8.91%. This consistent fair value estimate reflects both optimism for ...

Oracle bonds take hit after reports of debt takeout Investors concerned over commitments to AI Others question depreciation accounting of AI buildout Nov 14 (Reuters) - Oracle bonds have taken a hit ...

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...

A large-scale data center campus planned in Michigan is set to serve ChatGPT maker OpenAI as part of its Stargate digital infrastructure build-out. OpenAI, Oracle, and Related Digital this week ...

A data-center group that is closely linked to Oracle and OpenAI’s Stargate effort could test the market’s willingness to provide the trillions needed to deliver artificial intelligence over the coming ...

PORT WASHINGTON, Wis. — The name and users have been announced for the billion-dollar data center campus planned in Port Washington. Denver-based Vantage Data Centers on Wednesday announced that ...

Banks are preparing to launch a $38 billion debt offering as soon as Monday that will help fund data centers tied to Oracle Corp. in what would be the largest such deal for artificial intelligence ...

Multiple shell companies tied to a data center project in Port Washington paid handsomely for 2,000 acres of farm land. Dozens of city meetings hashed out annexations, zoning, a development agreement ...

We're knee deep into Oracle AI World - and the newsfeeds are surging. But on the ground, I was able to dig into some AI stories beyond the headlines. Here are the high points, from pricing to agentic ...