Short Oracle To Hedge AI Credit Risk? Expert Explains 'Cheap Proxy' Trade For Broader AI Sector Risks

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Cryptopolitan

Oracle, xAI, Meta, and CoreWeave drive $120 billion off‑balance sheet AI financing

Oracle, Meta, xAI, and CoreWeave are pushing more than $120 billion of AI data center spending off their balance sheets, ...
Wall Street Journal

Oracle Shares Tumble on AI Spending Worries

Oracle ORCL1.10%increase; green up pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence infrastructure ...
The Economist

Oracle and the hard truths about software

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...
Inc

Oracle’s Larry Ellison Thinks He’s Identified the Next Big AI Business

“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 ...
The New York Times

Why Oracle Is Worrying Investors About the A.I. Boom

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...
Los Angeles Times

Morgan Stanley warns Oracle its credit protection nearing record high

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...
Digital Journal

Building financial resilience with Oracle ERP

Within the modern interdependent economy, financial transactions have changed from a back-office activity to the foundation of business. For companies that span government, engineering, and life ...
TechCrunch

Washington Post confirms data breach linked to Oracle hacks

The Washington Post has said that it was one of the victims of a hacking campaign tied to Oracle’s suite of corporate software apps. Reuters first reported the news on Friday, citing a statement from ...
Dark Reading

Oracle EBS Attack Victims May Be More Numerous Than Expected

The list of enterprises targeted by recent Oracle EBS attacks may also include Schneider Electric, Pan American Steel, and Cox Enterprises. Earlier this month, the infamous ransomware-as-a-service ...
Bleeping Computer

CISA confirms hackers exploited Oracle E-Business Suite SSRF flaw

CISA has confirmed that an Oracle E-Business Suite flaw tracked as CVE-2025-61884 is being exploited in attacks, adding it to its Known Exploited Vulnerabilities catalog. BleepingComputer previously ...
Morningstar

Oracle Announces AI Assistant and New AI-Powered Features for Oracle Fusion Data Intelligence

LAS VEGAS, Oct. 14, 2025 /PRNewswire/ -- Oracle AI World – Oracle today unveiled new AI-powered capabilities for Oracle Fusion Data Intelligence that help customers quickly and easily gain the most ...