Are Oracle credit default swaps flashing an AI warning sign?

A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to ...
Hosted on MSN

U.S.-China TikTok Deal Is a Cash Flow Story for Oracle. Here’s Why.

Oracle likely will remain the cloud computing provider for TikTok, the social media app run by China-based ByteDance, in a deal that provides an important plank of financial support as the tech giant ...
Bloomberg L.P.

Oracle’s AI-Fueled Cash Crunch Sets Stage for Major Job Cuts

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford looks at one of the downsides of Oracle’s leap into ...
Morningstar

Why Oracle's 'jumbo' AI-fueled bond deal is so unusual

Analysts note that it's unconventional for technology companies to offer bonds that mature in 40 years given how quickly tech can evolve Some of Oracle's newly issued bonds mature in 2065. As Oracle ...
Morningstar

Oracle's stock surged on billions in new cloud contracts. Can it fund its AI promise?

Oracle issued $18 billion of debt in September to finance its data-center buildout. Since Oracle Corp. stunned investors last month with its massive artificial-intelligence pipeline, shares of the ...
Insider Monkey

Bernstein Notes Oracle’s (ORCL) Growing Cloud Position, Calls TikTok Deal a Game-Changer

Oracle Corporation (NYSE:ORCL) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Bernstein shared positive analyst commentary regarding Oracle’s TikTok deal. Analyst Mark Shmulik ...
The Motley Fool

Oracle vs. Microsoft: Which Artificial Intelligence (AI) Stock Is a Better Buy Right Now?

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...