Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle sued by bondholders over losses tied to AI buildout

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to ...

Oracle seen as 'undervalued' after recent sell-off, KeyBanc says

Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...
PBS

TikTok signs deal to sell U.S. unit to American investors, including Oracle and Silver Lake

SAN FRANCISCO (AP) — TikTok has signed a deal to sell its U.S. business to three American investors — Oracle, Silver Lake and MGX — ensuring the popular social video platform can continue operating in ...
Yahoo Finance

Oracle's AI data-center woes are dragging the entire stock market lower

The tech sector sold off as investors took in a report that Oracle's $10B data center for OpenAI is in jeopardy. Sources told the FT that talks to build the data center have stalled due to concerns ...
Wall Street Journal

The Squishy Number Behind the Rise and Fall of Oracle’s Stock

Signing a 12-figure contract with a customer is one thing. Collecting is a whole other matter.
National Bureau of Economic Research

Harvesting Differences-in-Differences and Event-Study Evidence

This paper surveys econometric innovations related to differences-in-differences estimators and to event-study models with time-varying treatment effects. Our discussion highlights tricky ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...