Oracle revealed plans to raise up to $50 billion in debt and equity to finance its massive data center commitments The company's 5-year credit default swaps fell 17% as the likelihood of a credit ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
LONDON, Dec 11 (Reuters) - ‌The cost of ‌insuring Oracle debt against default surged on Thursday ‍to its highest in at least ⁠five years, after the company's results missed forecasts, reigniting ...
Oracle's stock is coming off its worst month since 2001 due to Wall Street's concern about the company's debt obligations tied to artificial intelligence. In the company's earnings report on Wednesday ...
The University of Phoenix (UoPX) has joined a growing list of U.S. universities breached in a Clop data theft campaign targeting vulnerable Oracle E-Business Suite instances in August 2025. Founded in ...
Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...
Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...
A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...
Oracle default fears surge as its credit-default swaps jump to a two-year high, signaling rising investor anxiety. The five-year CDS spread nears 80 basis points, up from 55 earlier this year. The ...
Credit traders have been pricing in the possibility of Oracle defaulting on its debt, even as it continues to borrow more to fund its AI plays. The AI-fueled rally has greatly benefited U.S. equities ...