OpenAI falls short of revenue and user targets, report says Oracle's 5-year credit default swaps at two-week highs Japanese tech investor Softbank drops 10% in Tokyo April 28 (Reuters) - Shares of ...

Oracle, which has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations, was lower along with chipmakers such as Nvidia and Broadcom. The Wall Street Journal ...

Sell ORCL. The thesis is that Oracle’s AI capex is a concentrated, timing-dependent bet on OpenAI, and the WSJ report signals OpenAI growth/revenue is slipping and may strain computing contract ...

Oracle's $50 Billion AI Gamble Could Change Everything Oracle may be making one of the boldest AI bets in big tech. Here's why that could unlock major upside, or create a much bigger problem than ...

The developer of a huge one-gigawatt data center says it has secured $16 billion in funding. The data center in rural Michigan will serve Oracle's AI business. Local residents have protested the data ...

In short: Oracle closed a $16.3 billion financing for a single data centre campus in Saline Township, Michigan, the largest single-facility technology debt package ever assembled. PIMCO anchored ...

Super Micro Computer (SMCI) shares surged 9% after Intel’s (INTC) blowout Q1 2026 earnings triggered a broad AI infrastructure rally, with the company posting $12.68B in quarterly revenue (up 123% ...

Oracle (ORCL) reported Q3 FY2026 cloud infrastructure revenue of $4.89B, up 84% year over year, while remaining performance obligations surged 325% to $553B, positioning the company as a foundational ...

Oracle’s ORCL-1.08%decrease; red down pointing triangle $300 billion megadeal with OpenAI is testing the limits of Wall Street’s appetite for debt tied to America’s data-center boom. Banks including ...

The company released 481 new security patches across 28 product families, including over 300 fixes for remotely exploitable, unauthenticated flaws. Oracle on Tuesday announced the release of 481 new ...