Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

The University of Phoenix (UoPX) has joined a growing list of U.S. universities breached in a Clop data theft campaign targeting vulnerable Oracle E-Business Suite instances in August 2025. Founded in ...

The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...

This is the online edition of The Wiretap newsletter, your weekly digest of cybersecurity, internet privacy and surveillance news. To get it in your inbox, subscribe here. The Clop ransomware is back ...

The database billionaire and his son, David, are Trump favorites. The family could soon control an empire that includes CBS, Paramount, Warner, CNN and a piece of TikTok. The database billionaire and ...

In this episode, the hosts dive deep into the current state of the markets, analyzing the surprising resilience of stock prices amid unsteady job data. They shed light on specific stocks like Oklo ...

Oracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages. The company's $455 billion backlog and ...

Oracle’s cloud backlog jumped 359% to $455 billion after four massive contracts. Q1 revenue hit $14.9 billion, but software sales fell and GAAP earnings per share dropped. Multicloud database revenue ...