Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Report says Oracle delays some data centres for ChatGPT-maker OpenAI, tech giant denies: ‘We have a…’

Oracle's quarterly results missed revenue targets, sparking concerns after a report claimed delays in its massive data center ...

Oracle denies report on OpenAI data center delays

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout.
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Oracle, Broadcom earnings reignite AI bubble fears

Oracle and Broadcom, whose stock prices surged on the artificial intelligence (AI) boom, reignited concerns about an AI ...
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Oracle-Broadcom one-two punch hits AI trade

Recent financial reports from Oracle and Broadcom have raised alarms about valuations in the AI sector, leading to a stock ...

Oracle’s debt trades like junk as bond, CDS spreads flare

The premium on the database software maker’s 5.2% notes maturing in 2035 widened 0.17 percentage point Friday to 1.71 ...