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The Latest Breaking News from Oracle

Larry Ellison discussed axing CNN hosts with White House in takeover bid talks

Exclusive: Senior officials indicated favorability toward Paramount Skydance acquiring Warner Bros Discovery

The Guardian - US

Big 5 AI ‘hyperscalers’ are increasingly using debt to fund their operations, Bank of America says

All five companies generate more than enough cash to cover their operations, but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.

Fortune

Oracle Stock Slides 36%. Should You Buy, Sell, or Hold ORCL?

Oracle is investing billions in expanding its cloud infrastructure to meet the soaring demand. However, this aggressive expansion is what has some investors on edge.

Barchart

From analysis to the latest developments in health,
read the most diverse news in one place.

Hackers steal 1.8 terabytes of data from PC peripheral vendor Logitech — firm says zero-day vulnerability to blame, no sensitive information stolen

Logitech has confirmed it was breached internally, likely by the Clop gang, who stole terabytes worth of data, not including any sensitive information. Logitech was targeted for extortion through a zero-day security flaw suspected to be found in Oracle's E-Business Suite, which has since been patched.

Tom’s Hardware

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

Euronews

Clients Trust AI With Pocket Change — Not Their Retirement Savings

Artificial intelligence has dominated the news cycle with OpenAI securing non-stop partnerships between some of the biggest companies in the world with Amazon, Nvidia, Microsoft, Broadcom, Oracle, and AMD all recently teaming up.

Benzinga

Elon Musk Reclaims Top Spot As Larry Ellison's $101B AI Gain Evaporates, Accused of 'Ruining' Twitter Algorithm

Oracle's Larry Ellison briefly unseated Elon Musk as the world's richest person after a massive OpenAI deal, but a 30% stock crash erased his gains.

International Business Times UK

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A rare nugget of bipartisanship: How data farms’ water-gobbling and rate hikes have communities fighting back

‘Some of us are red, some of us are blue, some of them are purple. But everybody thinks that it's not right for the average rate payer to be lining the pocket of Amazon or Google,’ one state senator told The Independent

The Independent UK

With more moon missions on the horizon, avoiding crowding and collisions will be a growing challenge

Experts dive into the many missions headed to the moon and how space programs can avoid override.

Space

Are These 3 Oversold Tech Giants Ready to Rebound?

Stocks like Meta, Oracle, and Microsoft sold off as investors worry about rising AI costs and delayed CPI data; RSI suggests possible tech rebound ahead.

MarketBeat

4 Winners To Consider Selling As Markets Get Volatile

Major U.S. indices have experienced severe volatility over the last few weeks, but the motion has gone both ways: roaring up days followed by thunderous declines. However, for the most part, markets have hung within 2-3% of their all-time highs, and the long-awaited correction has yet to materialize in the…

Benzinga

Down 26% in the Past Month, Mizuho Analysts Still Think Oracle Stock Can Soar 93%. Should You Buy ORCL Now?

Oracle has corrected significantly, and some analysts believe now's the right time to buy the dip. Should you do it?

Barchart

David Tepper, Who Netted $7B in the '08 Crisis, Trims Mag 7 Holdings in Q3 for AMD, Qualcomm

Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.

International Business Times UK

Tech execs admit AI is a bubble and they're pretty happy about it: 'We can't deny there's a ridiculous amount of investment going on'

71,000 startup founders, venture capital investors, and tech CEOs, gathered under literal storm clouds in Lisbon, Portugal, to discuss the future of AI.

Fortune

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Barchart

CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Fortune

The 'Big Short' investor betting $1 billion against the AI bubble says Meta and Oracle's accounting is hiding the brutal truth

Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash?

MarketBeat

AMD to $300 Looks Easy—Here’s Why $500 Could Be Next

Advanced Micro Devices is on the verge of a game-changing shift. The launch of MI450 products will unleash revenue growth for the next five years.

Benzinga

Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'

A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.

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news in one place.

100's of premium titles.
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The Guardian - US

Ultra-rich media owners are tightening their grip on democracy. It’s time to wrest our power back

The Guardian has no billionaire or corporate owner: funded by readers, our fierce independence is guaranteed

Barchart

Is GOOG Stock a Buy or Sell as Michael Burry Accuses Hyperscalers of ‘Fraud’?

Michael Burry of "Big Short" fame has accused hyperscalers of accounting fraud by extending the useful life of their computing assets. Should you buy or sell GOOG stock as Burry joins the "AI bubble" narrative?

TechRadar

GlobalLogic says data on 10,000 workers exposed in Oracle-linked data breach

GlobalLogic confirms breach, saying criminals stole a treasure trove of sensitive data.

International Business Times UK

'Bonkers' AI Spending Spree Backfires — Google, Meta and Microsoft Debt Hit as Investor Anxiety Deepens

Companies like Google, Meta, and Microsoft are now turning to debt financing to scale up their AI infrastructures to meet market expectations.

Fortune

Softbank dumps its entire Nvidia portfolio worth $5.8 billion as its CEO goes all-in on OpenAI to the tune of $30 billion

Masayoshi Son, the 68-year-old CEO of SoftBank, has a mixed track record when it comes to massive, high-stakes investments.

Benzinga

Michael Burry Doubles Down On AI Bubble Claims As Short Trade Backfires: Says Oracle, Meta Are Overstating Earnings By 'Understating Depreciation'

Famed investor Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early this week.

TechRadar

The Washington Post confirms it suffered an Oracle-linked data breach

The Post joins Harvard University, Schneider Electric, and others in being struck by Cl0p and FIN11.

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