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The Latest Breaking News from Oracle

Alphabet, Microsoft, Amazon, Meta, and Oracle 'are hiding an estimated $1.65 trillion in debt', drawing comparison with the historic Enron debacle

Nikkei Asia claims five technology giants hold $1.65 trillion in hidden obligations, fueling Enron comparisons and increasing investor concern worldwide.

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity.

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks.

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Agentic AI has a price: it's called ERP migration

Amid the hype, organizations commit time and money to innovations that never quite live up to their billing.

How Oracle's 2012 court defeat became the heart of £270 million lawsuit against Microsoft

Perpetual software license resale: A 2012 European Court of Justice ruling that Oracle lost, establishing that perpetual software licences can be resold freely, has come back to define a £270 million case against Microsoft in London. Microsoft has now lost twice and is seeking Supreme Court intervention, with a separate…

The Economic Times

A $7 Billion Reason to Buy Oracle Stock Now

Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.

Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28

Bloom Energy reports Q2 earnings on July 28. See what analysts expect, how Q1 records raised the bar, and why Oracle and Brookfield deals matter.

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Earnings Preview: What To Expect From Oracle’s Report

Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth.

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is…

Consumer Tech (July 20-24): AI Boom Drives Big Tech Earnings, Oracle Grabs $7B Defense Deal & More

Consumer Tech (July 20-24): AI Boom Drives Big Tech Earnings, Oracle Grabs $7B Defense Deal & More

The Indian government has directed GitHub to remove Jack Dorsey‘s Bitchat repositories amid the ongoing student protests in Delhi.

MarketBeat Week in Review – 07/20- 07/24

MarketBeat Week in Review – 07/20- 07/24

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

Oracle awarded 10-year $7 billion Pentagon deal to supply Department of War with vital software and services

Oracle awarded 10-year $7 billion Pentagon deal to supply Department of War with vital software and services

The contract unifies existing Oracle licensing under a single vehicle, and is expected to save $441 million across the 10-year period.

Chip Stock Sell-off Puts Downward Pressure on Broader Market

Chip Stock Sell-off Puts Downward Pressure on Broader Market

The S&P 500 Index ($SPX ) (SPY ) on Friday fell -0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell -1.27%. September E-mini S&P futures (ESU26 ) fell -0.08%, and September E-mini Nasdaq futures (NQU26 ) fell...

The $7 Billion Reason Oracle Stock Is in Focus Today

Oracle has secured a $7 billion contract from the U.S. Department of Defense. But does that warrant buying ORCL shares?

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International Business Times UK

Oracle Cut 21,000 Jobs to Fund AI: Now Its Biggest Project Faces a $7 Billion Obstacle

Oracle's ambitious AI infrastructure expansion faces financial and regulatory hurdles, exacerbated by its recent credit downgrade to just above junk bond status.

International Business Times UK

Uber's AI Push Triggers Second Round of Layoffs in Just Two Months: Who's Affected This Time?

Uber has announced a 10% reduction in its customer service workforce as it restructures operations to integrate artificial intelligence, marking its second major layoff in two months.

The Economic Times

Chris Wood warns of massive capital destruction in US as China challenges AI boom

Jefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-source models challenge US dominance. With hyperscalers set to spend nearly $1.6 trillion over two years, investors are increasingly questioning whether returns will justify the unprecedented capex and rising debt.

The Independent UK

Uber cuts 10% of customer service staff in favor of AI

Second time in two months that ride share giant has laid off staff

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The Economic Times

Uber cuts 10% customer service jobs as AI becomes latest driver of tech layoffs

Uber has cut 10% of its customer service workforce, marking the first time the company has directly linked layoffs to artificial intelligence. The move reflects a broader Silicon Valley trend as Big Tech firms including Amazon, Microsoft, Oracle and Meta restructure teams, automate work and accelerate AI adoption across operations.

The Economic Times

Oracle Financial Services shares jump 5% on strong Q1 results; PAT soars 121%, revenue up 69%

Oracle Financial Services Software shares rose 5% on Thursday. The company reported a 121% year-on-year net income increase. Revenue from operations also saw a substantial 69% jump. New agreements with major global financial institutions were highlighted. Management attributed success to AI-first strategy and product modernization.

Data Center Costs Are Racking Up. What That Means for Oracle Stock Here.

Oracle might have to pay $7 billion in data center costs. Analysts are reacting by hitting the pause button.

Tom’s Hardware

AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle

Five tech giants have $1.65 trillion in data center obligations that are listed off their balance sheets. These liabilities are added as footnotes in their quarterly statements but will become due and payable once these data centers start operating.

Oracle’s Worst Stock Crash in 25 Years: Only Time Will Tell If It Can Recover from Its AI Spending Gamble

Oracle stock has plunged 65% from its AI-fueled peak as investors question massive spending, debt, and data center risks. The decline now rivals its worst downturn since the dot-com bust.

The Economic Times

US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returns

America's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putting free cash flow under pressure. Reuters' analysis of LSEG estimates shows capital expenditure is expected to outpace free cash flow by 2027, shifting investor focus toward AI monetisation and long-term returns.

The Economic Times

AI investment boom puts Big Tech's free cash flow under pressure

Big tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow generation. Microsoft and Amazon show early AI revenue growth signs. However, investors worry about sustained spending and cash depletion. Oracle's shares have fallen significantly amid negative free cash flow.

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