June 2, 2025 at 6:18 PM
August 15, 2026 at 1:19 AM
* ORACLE, SILVER LAKE, ANDREESSEN TO CONTROL TIKOK IN US: WSJ
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September 16, 2025 at 6:53 PM
* ORACLE, SILVER LAKE, ANDREESSEN TO CONTROL TIKOK IN US: WSJ
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$ORCL
September 11, 2026 at 9:27 PM
July 20, 2026 at 7:36 PM
the thing is all state AGs have to do to deep-six this merger is delay it until OpenAI can't pay Oracle, Oracle's stock dives, Larry's collateral goes poof, etc.
We just won a court order stopping the merger of Paramount and Warner Bros. while our lawsuit continues.
We’re going to keep fighting to keep costs down for consumers, protect jobs, and stop this illegal merger.
We’re going to keep fighting to keep costs down for consumers, protect jobs, and stop this illegal merger.
July 20, 2026 at 6:20 PM
‘The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.’ www.bloomberg.com/news/article...
July 21, 2026 at 1:58 PM
WAPO jumps into the circular-revenue graphic game.
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
November 22, 2025 at 1:53 PM
WAPO jumps into the circular-revenue graphic game.
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
March 11, 2026 at 9:48 AM
June 30, 2026 at 9:47 AM
July 25, 2026 at 12:30 PM
”Some of our customers [OpenAI] may be highly leveraged and subject to their own operating and regulatory risks and even if our credit review and analysis mechanisms work properly we may experience risks of non-payment in our dealings with such parties.” www.bloomberg.com/news/newslet...
Oracle Warns Its Splurge on AI Data Centers May Not Pay Off
The company outlines the risks of its massive cloud build-out to meet AI demand
www.bloomberg.com
July 1, 2026 at 6:13 PM
January 29, 2026 at 4:04 PM
March 31, 2026 at 3:56 PM
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ORACLE’S DEFAULT RISK IS SPIKING — THE COMPANY’S 5-YEAR CREDIT DEFAULT SWAP HAS SURGED ABOVE 80 BASIS POINTS, MARKING ITS HIGHEST LEVEL IN TWO YEARS.
November 6, 2025 at 1:18 PM
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July 22, 2025 at 3:50 PM
We were shooting the hell out of software first and asking questions later based on <potential> AI disruption down the road.
Per BBG, we’re <now seeing> the fringiest publicly traded major AI spender and the buzziest private AI company effectively hit something resembling a capex constraint.
Per BBG, we’re <now seeing> the fringiest publicly traded major AI spender and the buzziest private AI company effectively hit something resembling a capex constraint.
March 6, 2026 at 9:05 PM
Oracle shares down 20% (again) from the 2025 high.
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$ORCL
October 20, 2025 at 7:11 PM
Oracle shares down 20% (again) from the 2025 high.
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$ORCL
October 2, 2025 at 6:53 PM