Oracle's $10 Billion OpenAI Data Center Bet Faces Fresh Doubts After Financing Partner Pulls Out — Is The Deal In Jeopardy?

Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh ...

Down More About 45% From Recent Highs, Is Now the Time to Buy Oracle Stock?

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

Oracle Q2 Earnings: Don't Catch The Falling Knife

Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus historical norms. Read why ORCL stock is a hold.

Oracle: Growth Looks Impressive, But OpenAI Dependency Raises Red Flags

Oracle (ORCL) downgraded: high debt, negative cash flow, and reliance on OpenAI contracts raise investment risk.

Down 42% From Its High, Is Oracle the Best AI Growth Stock to Buy in 2026?

Oracle ( ORCL +0.88%) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.
Reuters

From OpenAI to Google, firms channel billions into AI infrastructure as demand booms

Dec 17 (Reuters) - Amazon (AMZN.O), opens new tab is in talks to invest in OpenAI in a potential deal that could value the ChatGPT-parent at over $500 billion, according to a source familiar with the ...