Oracle

The Department of Veterans Affairs nearly tripled the ceiling on its Oracle electronic health record modernization contract from roughly $10 billion to approximately $27 billion. During a September 3, 2026 House hearing, VA Deputy Secretary Paul Lawrence could not explain the $17 billion increase or how Oracle’s CEO’s 2022 promise to bear cost overruns was reflected. Total deployment through 2031 is estimated at $37 billion plus $11 billion for sustainment, totaling roughly $48 billion.

10 reports · 5 sources · Updated Sep 3, 12:49 AM UTC

Nvidia plans to invest up to $3 billion in Lancium, the power infrastructure developer behind the Stargate AI data center campus in Texas. The deal includes an initial $2 billion for a roughly 20% stake, with an additional $1 billion possible if Lancium meets grid-connection benchmarks. Lancium, valued at about $10 billion, owns the 1,000-acre Clean Campus in Abilene, Texas—the first operational Stargate site. Stargate is a $500 billion AI infrastructure joint venture by SoftBank, OpenAI, and Oracle, announced by President Trump.

7 reports · 2 sources · Updated Aug 16, 08:23 PM UTC

Oracle is planning another round of job cuts in August 2026, with some teams facing double-digit percentage reductions, ahead of its second fiscal quarter. This follows a 13% workforce reduction (21,000 employees) in FY2026, attributed partly to AI adoption. The company spent $55.7 billion on AI data centers, funded by $43 billion in debt and $5 billion in stock sales, with plans for another $40 billion. Despite 77% cloud infrastructure revenue growth, Oracle’s stock has fallen nearly 26% amid Wall Street concerns over AI spending and shareholder lawsuits.

7 reports · 3 sources · Updated Aug 13, 12:03 AM UTC

Alphabet, Google’s parent company, raised $25 billion through a highly sought-after bond offering, attracting $115 billion in peak demand. The sale, with notes maturing from two to 40 years, aims to finance a massive $205 billion capital expenditure forecast for 2026—more than double 2025’s outlays—driven by AI and cloud expansion. This marks Alphabet’s return to debt markets after reporting its first negative free cash flow since 2004, amid broader investor caution over AI spending returns.

9 reports · 3 sources · Updated Aug 17, 11:51 PM UTC

AMD reported Q2 2026 revenue of $11.54 billion (up 50% YoY) and data center sales doubling to $6.7 billion, beating analyst estimates. Despite strong results, shares fell 6-9% in after-hours trading due to elevated investor expectations, flat gross margin guidance, rising capital expenditures, and Elon Musk’s announcement that SpaceX will exclusively use Nvidia chips. AMD guided Q3 revenue around $13 billion and announced its Helios AI system shipments to major customers.

6 reports · 2 sources · Updated Aug 7, 11:03 AM UTC

Shares of AI cloud infrastructure companies Nebius Group (NBIS) and CoreWeave (CRWV) fell sharply on Wednesday, dropping 10% and 9% respectively, as rising credit-default-swap (CDS) costs triggered a repricing of leveraged AI borrowers. CoreWeave's CDS topped 855 basis points, implying a 50% five-year default probability, while its Q1 2026 report showed interest expense doubling to $536 million and negative free cash flow of $4.71 billion. Oracle (ORCL) also fell 2% as its CDS rose above 215 basis points. The selloff was concentrated in highly leveraged AI infrastructure names, as the broader First Trust Cloud Computing ETF (SKYY) remained slightly positive. NVIDIA (NVDA) dropped 3% with its CDS also hitting new highs. Apollo economist Torsten Slok warned that rising yields could force the AI capex cycle to 'self-throttle.' The article also notes significant insider selling by CoreWeave co-founders and an NVIDIA director, though these were executed under pre-arranged 10b5-1 plans.

1 reports · 1 sources · Updated Jul 29, 04:43 PM UTC

Oracle Corporation secured a landmark up-to-$7 billion Enterprise Software Agreement with the U.S. Department of Defense, consolidating existing software licenses across military, intelligence, and Coast Guard for up to 10 years. The deal aims to streamline procurement, improve cybersecurity, and save taxpayers $441 million. Despite the contract, Oracle stock fell 4.2% intraday to a 52-week low of $114.75, as investor concerns over aggressive AI capital spending and rising debt overshadowed the positive news. The stock is down 51% over the past year. The article positions Oracle as a transformed cloud infrastructure provider benefiting from enterprise AI adoption, though market sentiment remains focused on execution risks and profitability.

1 reports · 1 sources · Updated Jul 27, 08:06 PM UTC

On July 27, 2026, AI hardware stocks experienced a sharp selloff following a Wall Street Journal report that NVIDIA is in talks to guarantee up to $250 billion in financing for OpenAI's data-center buildout. NVIDIA shares fell 5% to $197, AMD dropped 8% to $479, and Dell slid 4% to $421, while Intel fell 4% on profit-taking. The report reignited 'circular financing' concerns, where NVIDIA would fund a customer that then buys its GPUs. Despite the selloff, the article notes that all affected stocks remain within massive year-to-date rallies, and NVIDIA's Q1 FY2027 data center revenue grew 92% YoY to $75.25 billion. Oracle and Alphabet saw modest gains on the day, while Microsoft remains at the center of the capex debate. The article frames the selloff as a 'rethink' rather than a structural break in the AI trade.

1 reports · 1 sources · Updated Jul 27, 04:00 PM UTC

AI hardware stocks experienced a broad selloff on Monday after The Wall Street Journal reported that NVIDIA is in talks to guarantee up to $250 billion in financing for OpenAI's data-center buildout. NVIDIA shares fell 5%, AMD dropped 8%, and Dell slid 4%, while Intel fell 4% on profit-taking. The report reignited 'circular financing' concerns, where NVIDIA would fund a customer that then buys its GPUs. Despite the selloff, analysts note that the fundamental bull case remains intact, with NVIDIA guiding $91 billion in Q2 revenue and AMD's data center revenue growing 57% YoY. Oracle shares rose 4% on Monday but are down 20% over the past month on similar exposure concerns, while Alphabet rose 3% after raising its capex forecast.

1 reports · 1 sources · Updated Jul 27, 04:00 PM UTC

Darwinbox, a global HR technology platform, has appointed Akshay Murthy as Country Head for India. Murthy, who brings over 24 years of experience from Salesforce, Oracle, and IBM, will lead the company's enterprise growth in its home market. His appointment comes as Indian enterprises rapidly adopt AI in HR, with Deloitte reporting 40% of Indian firms using AI significantly versus a 28% global average. Darwinbox has responded by launching AI-native features like Super Agent and becoming the first HCM platform to launch a Model Context Protocol server. Murthy aims to close the gap between legacy HR systems and AI-native technology. Co-founder Rohit Chennamaneni highlighted that India serves as a model for fast-growing, multilingual markets globally. The company, founded in 2015, serves over 4 million employees across 130 countries.

1 reports · 1 sources · Updated Jul 27, 01:07 PM UTC

Advanced Micro Devices (AMD) announced a strategic partnership with AI startup Anthropic, involving the deployment of up to 2 gigawatts of AMD’s next-generation Instinct MI450 GPUs and a planned equity investment of up to $5 billion. The deal, reported on July 22, 2026, aims to expand Anthropic’s computing capacity for its Claude AI model, with first deliveries expected in early 2027. This partnership challenges Nvidia’s dominance in AI hardware and includes multi-year engineering collaboration.

17 reports · 3 sources · Updated Jul 30, 07:33 PM UTC

Oracle founder Larry Ellison provided an irrevocable $40.4 billion personal guarantee to back his son David Ellison's bid to acquire Warner Bros. Discovery through Paramount Skydance in a roughly $110 billion deal. A coalition of 12 state attorneys general has sued to block the merger, arguing it would reduce competition in theatrical distribution and cable licensing, leading to higher prices and fewer films. Simultaneously, Oracle's stock has plunged 34% in July 2026, wiping out an estimated $213 billion of Ellison's net worth and dropping him from the world's second-richest person to roughly eighth. The stock decline is attributed to market skepticism about Oracle's massive AI and cloud infrastructure spending. The intertwined risks of Ellison's personal guarantee, Oracle's stock performance, and the legal challenge create significant uncertainty for investors in Oracle, Warner Bros. Discovery, and Paramount Skydance.

1 reports · 1 sources · Updated Jul 25, 05:10 PM UTC

Oracle founder Larry Ellison personally guaranteed $40.4 billion of the equity financing for Paramount Skydance's roughly $110 billion offer for Warner Bros. Discovery, a deal led by his son David. A coalition of 12 state attorneys general has sued to block the merger, arguing it would reduce competition in theatrical distribution and cable licensing, leading to higher prices and fewer films. Simultaneously, Oracle stock has plunged 34% in a month, wiping out an estimated $213 billion of Ellison's net worth and dropping him from the world's second-richest person to roughly eighth. The stock decline, driven by market doubts about Oracle's AI and cloud infrastructure spending, has weakened the financial backstop for the deal. The article highlights the interlocking risks between Ellison's personal fortune, Oracle's stock, and the mega-merger, advising investors to watch the antitrust court fight and Oracle's ability to stabilize.

1 reports · 1 sources · Updated Jul 25, 05:10 PM UTC

On July 24, 2026, fuel-cell stocks experienced a significant selloff, with Bloom Energy falling 13%, FuelCell Energy dropping 9%, and Plug Power slipping 4%. The decline is attributed to high-beta profit-taking and a broad risk-off session, rather than company-specific catalysts. The Global X Hydrogen ETF (HYDR) also fell 5%, confirming sector-wide pressure. Despite the drop, Bloom Energy and FuelCell Energy remain up 119% and 192% year-to-date, respectively, driven by AI data center power deals. Bloom Energy's rally was supported by a warrant partnership with Oracle and strong Q1 2026 revenue growth of 130.4% YoY. However, a short-seller report from early July questioning supply-chain claims remains an overhang. FuelCell Energy's Q2 2026 earnings were mixed, with revenue down 5% YoY but a strong data center pipeline. Plug Power's smaller decline reflects its more modest 7% YTD gain.

1 reports · 1 sources · Updated Jul 24, 07:13 PM UTC

Oracle (ORCL) stock is in focus after signing a nearly $7 billion, 10-year agreement with the U.S. Department of Defense (DoD). The contract consolidates fragmented on-premises software licensing across military branches, the Coast Guard, and intelligence community into a single procurement vehicle. The deal features a five-year base period with a five-year option. The DoD's CIO stated the unification is projected to save taxpayers at least $441 million. Oracle shares have been in a sharp downtrend, down over 50% from their June high, but the contract provides long-term revenue visibility and is seen as a stepping stone for future cloud and AI adoption. The stock's RSI is in the late 20s, indicating oversold conditions. Wall Street remains bullish with a 'Strong Buy' consensus and a mean price target of $252, implying over 110% upside. Oracle also offers a 1.7% dividend yield.

1 reports · 1 sources · Updated Jul 24, 05:49 PM UTC

Enterprise software stocks ServiceNow (NOW) and Salesforce (CRM) surged on Friday, July 24, 2026, driven by government AI contract wins. ServiceNow jumped 6% after reporting strong Q2 results, with AI annual contract value crossing $1 billion ahead of schedule and subscription revenue rising 24.5% to $3.88 billion. Salesforce climbed 4% after landing a $1.6 billion, three-year Department of Veterans Affairs Agentforce deal aimed at reducing veteran appointment scheduling from 28 days to minutes. The gains come after both stocks fell over 40% year-to-date, representing an oversold rebound. The broader rotation from AI infrastructure to application-layer software is supported by Oracle's $7 billion Pentagon deal. Multiple analysts raised price targets on ServiceNow, though UBS cut its rating to Neutral citing mixed demand.

1 reports · 1 sources · Updated Jul 24, 05:38 PM UTC

The Pentagon announced a 10-year contract with Oracle worth up to $7 billion to supply on-premises software to the U.S. Department of Defense, intelligence community, and Coast Guard. The deal includes perpetual and subscription-based licenses, maintenance, and consulting. Oracle's stock rose about 3% in extended trading following the announcement. The DoD's CIO stated the contract saves at least $441 million for taxpayers by improving procurement of Oracle capabilities. The article also notes Oracle co-founder Larry Ellison's political ties to President Donald Trump, including a $45 million campaign donation and involvement in the Stargate AI data center project. Despite the contract win, Oracle shares are down 38% in 2026 due to investor concerns that AI could hurt software incumbents and the company's rising debt from AI data center buildouts.

1 reports · 1 sources · Updated Jul 24, 02:12 PM UTC

Intel reported its strongest revenue growth in over 15 years, with Q2 revenue up 24.8% to $16.1 billion and EPS of $0.42, beating estimates. CEO Lip-Bu Tan attributed the growth to AI-driven demand. Intel also issued strong Q3 guidance. The Trump administration announced new tariffs on 60 trading partners, including the EU, under Section 301 for alleged forced labor enforcement failures, covering 99.4% of U.S. imports but exempting oil, gas, and food. Oracle secured a 10-year, nearly $7 billion contract with the U.S. Department of War for enterprise software services across all military branches, the Coast Guard, and intelligence community. Premarket shares rose for Intel (4%) and Oracle (2.7%). Crude oil fell 3.2% to $89, while European indices were slightly up.

1 reports · 1 sources · Updated Jul 24, 10:30 AM UTC

The Pentagon announced a 10-year contract with Oracle worth up to $7 billion to supply on-premises software to the U.S. Department of Defense, including branches of the military, the intelligence community, and the Coast Guard. The contract is expected to save taxpayers at least $441 million. Oracle co-founder Larry Ellison, a longtime supporter of President Donald Trump, was among the first guests at the White House in Trump's second term. Despite this win, Oracle shares are down 38% this year due to investor concerns that AI could hurt software incumbents and the company's heavy debt for AI data center buildout. The company reported a 2% decline in quarterly software revenue but a 47% increase in cloud revenue.

1 reports · 1 sources · Updated Jul 23, 09:02 PM UTC

On July 20, 2026, Microsoft announced it will deploy AMD’s Helios rack-scale AI system across Azure data centers, intensifying competition with Nvidia. The deal, ahead of AMD’s Advancing AI event, drove AMD shares up over 3%. Helios combines AMD’s Instinct MI455X GPU, Epyc Venice CPU, Pensando DPU, and ROCm software. Analysts raised price targets, citing growing hyperscale adoption. AMD’s data center revenue surged, though risks include high valuation and export controls.

10 reports · 2 sources · Updated Jul 23, 06:30 PM UTC

Yahoo Finance Executive Editor Brian Sozzi analyzes Apple's stock valuation amid its 20.3% gain in 2026, far outpacing the S&P 500. Despite the departure of CEO Tim Cook and limited inclusion in the AI revolution, Apple's valuation multiples have surged well above 10-year averages: forward P/E at 30.67x (vs 24.8x average), forward EV/EBITDA at 24.5x (vs 18.3x), and forward EV/Sales at 8.4x (vs 6.2x). The article notes investor perception of Apple as a safe-haven tech name, with optimism around upcoming iPhone models with higher prices and better AI functionality. Goldman Sachs analyst Michael Ng supports this view, citing potential for long-term demand and services growth. However, Sozzi questions whether 'priced for domination' is appropriate given the upcoming CEO transition and rapid tech innovation, suggesting investors may reconsider Apple's valuation in coming quarters.

1 reports · 1 sources · Updated Jul 22, 05:08 PM UTC

A new report from Nikkei Asia reveals that Meta Platforms has approximately $420 billion in off-balance-sheet debt, primarily related to long-term contracts for AI infrastructure such as graphics processing units and data centers. This hidden debt is not reflected on Meta's balance sheet, which shows only $58.7 billion in long-term debt. Meta is accelerating spending, with $72 billion in capital expenditures in 2025 and plans for $125-$145 billion in 2026. The company is expanding its Hyperion data center in Louisiana from 2 to 5 gigawatts, funded via a joint venture with Blue Owl Capital, which owns 80% of the project. Meta is among five major tech firms—including Alphabet, Amazon, Microsoft, and Oracle—collectively holding $1.65 trillion in off-balance-sheet debt. The article questions whether investors should be concerned about Meta's growing financial commitments as it transitions from metaverse to hyperscaler AI services.

1 reports · 1 sources · Updated Jul 22, 04:06 PM UTC

A Yahoo Finance analysis, citing a Nikkei investigation of SEC filings, reveals that five major tech companies—Meta, Oracle, Microsoft, Amazon, and Alphabet—have accumulated approximately $1.65 trillion in off-balance-sheet obligations tied to AI infrastructure. These future lease and purchase commitments are legally disclosed in footnotes but are not reflected in headline debt figures, potentially masking the true financial exposure for investors. Meta's hidden obligations are estimated at $420 billion, three times its reported debt, while Oracle's commitments have grown 30-fold in four years. The article warns that if AI demand disappoints, these commitments could convert into impairment charges, impacting shareholders and private-credit investors who financed the construction. The analysis comes as four of the five companies prepare to report quarterly earnings.

1 reports · 1 sources · Updated Jul 22, 03:28 PM UTC

CoreWeave (CRWV) shares rose 6% to $84.02 on Wednesday after Truist upgraded the stock to Buy from Hold, setting a $126 price target. The upgrade is driven by a shift in AI spending from model training to inference, with open models and sovereign AI broadening compute demand. The rally is idiosyncratic, as cloud peers Cloudflare, Snowflake, and Oracle were flat or down. Baird also initiated coverage on CoreWeave at Outperform with a $100 target, citing demand outstripping supply. CoreWeave announced that Anam, an interactive-AI-avatar platform, will use its cloud for inference on NVIDIA Blackwell GPUs. Despite the positive catalyst, the article notes a 33% monthly pullback and customer concentration risks, advising disciplined position sizing.

1 reports · 1 sources · Updated Jul 22, 03:17 PM UTC

CoreWeave (CRWV) shares rose 6% to $84.02 on Wednesday after Truist upgraded the stock to Buy from Hold, with a price target of $126, citing a shift in AI spending from model training to inference. The rally was analyst-driven, diverging from a soft tape for cloud peers: Cloudflare fell 1%, Snowflake dropped 2%, and Oracle was flat. Truist framed CoreWeave as the leading neocloud with 1 gigawatt of active power and a large revenue backlog, trading at a discount. Separately, Baird initiated CoreWeave at Outperform with a $100 target, and the company announced that AI-avatar platform Anam selected its cloud for inference workloads on NVIDIA Blackwell GPUs. The move contrasts with broader cloud sector weakness, though DigitalOcean and Nebius also rose on similar analyst upgrades.

1 reports · 1 sources · Updated Jul 22, 03:17 PM UTC

Larry Ellison's net worth has plummeted by $66 billion to $181 billion this year, driven by Oracle's mounting financial pressures. The company faces a potential $7 billion collateral requirement from the Public Service Commission of Wisconsin for a data center deal, which Oracle has committed to providing. Oracle's stock has fallen sharply from $240 to $126 per share since June, down 34% year-to-date, while the S&P 500 rose 9%. The company invested $55.7 billion in AI data centers in the last fiscal year and plans to raise another $70 billion, pushing its debt toward $100 billion. Analysts express concern over Oracle's ability to compete with larger rivals like Microsoft and Amazon, given its relatively modest revenue of $19.2 billion and net income of $4.3 billion in the most recent quarter. Moody's has a Baa2 rating with a negative outlook on Oracle, and the company has dropped from the top 20 most valuable companies to 37th place.

1 reports · 1 sources · Updated Jul 22, 03:15 PM UTC

Oracle (ORCL) shares have crashed approximately 50% over the past year, dropping from a record high above $341 to around $125, amid concerns over balance-sheet stress, negative free cash flow, and massive capital expenditures for AI infrastructure. Despite this, the company reported strong cloud infrastructure growth of 93% year-over-year to $5.79 billion in Q4, a $638 billion cloud backlog, and raised FY27 non-GAAP EPS guidance to $8.05 on $90 billion revenue. 24/7 Wall St. rates Oracle a buy with a $195.52 price target (56.51% upside) and a bull case of $350.82. Risks include heavy exposure to OpenAI, regulatory pushback on data-center projects, and potential need for up to $500 billion by 2030. The article compares Oracle's 16x forward P/E favorably to Microsoft's 29x and Amazon's 35x trailing multiple.

1 reports · 1 sources · Updated Jul 22, 03:00 PM UTC

A Yahoo Finance analysis reports that AI-related debt issuance by tech companies has surged to $489 billion in 2026, far exceeding Goldman Sachs' estimate of $322 billion for all of 2025. Hyperscalers account for 40% of this debt. Amazon raised $53 billion, Alphabet $20 billion, and Oracle $25 billion. Oracle's long-term debt reached $149 billion, leading to an S&P downgrade to BBB- (one notch above junk). The article warns that a reckoning could come in 2027 if AI monetization disappoints or if the Fed raises interest rates. Despite current market tolerance, execution risk and customer concentration are highlighted as concerns.

1 reports · 1 sources · Updated Jul 22, 02:38 PM UTC

A financial analysis published on July 22, 2026, examines how the AI boom is straining the free cash flow of major tech companies, particularly Microsoft and Oracle. Reuters reported that five hyperscalers are expected to spend more on capital expenditures than they generate in combined free cash flow by 2027. Microsoft's fiscal Q3 showed stronger free cash flow of $15.8 billion despite heavy capex, with its AI business reaching a $37 billion annual revenue run rate. The key risk for Microsoft is whether Azure and Copilot can generate sufficient returns before GPUs depreciate. Oracle faces a more immediate cash problem, spending $55.7 billion on capex against $32 billion of operating cash flow in fiscal 2026, resulting in negative free cash flow of $23.7 billion. Oracle plans to raise $45-50 billion through debt and equity to fund capacity construction. Short interest data shows bears are more willing to challenge Oracle, with its short interest rising to 2.47% of float versus Microsoft's 1.20%.

1 reports · 1 sources · Updated Jul 22, 01:49 PM UTC

OpenAI has increased its projected spending on computing infrastructure to approximately $750 billion through 2030, up from $600 billion earlier this year, driven by new cloud-computing deals. The company announced a $20 billion investment to build its first wholly-owned data center, Project Camellia, in Effingham County, Georgia, with 3.2 gigawatts of contracted power from Georgia Power. OpenAI hired Brent Mayo, formerly of Elon Musk's xAI, to oversee data center construction. The spending trajectory has raised internal concerns, with CFO Sarah Friar privately questioning whether revenue growth can keep pace with commitments. The company's 2026 computing expenditure is projected at $50 billion, up from $30 million in 2017. Audited financials show OpenAI lost $38.5 billion in 2025 on $13.07 billion in revenue.

1 reports · 1 sources · Updated Jul 22, 01:48 PM UTC