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 ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

What are credit default swaps and why are investors watching Oracle's?

Trading in Oracle credit default swaps (CDS), which has exploded in the last year and are near their most expensive on record ...

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Options Corner: Oracle's Earnings Whiplash Has Reshaped Its Probability Curve

Oracle's post-earnings selloff reshaped expectations for ORCL stock. Here's how reflexive market behavior defines a clear ...
Opinion

Dip-Buyers Step Into Oracle As Market Awaits Broadcom's Read on AI Overbuild Risk

Broadcom (AVGO) will report earnings after market hours today. Broadcom earnings have the potential to extinguish or exasperate AI overbuilding fears. Broadcom is Alphabet Inc Class A (NASDAQ: GOOGL) ...