Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...

Oracle’s Debt ‘Unlikely’ to Trigger Cut to Junk Grade, UBS Says

Oracle Corp. will likely maintain its investment-grade bond rating in the near term despite borrowing tens of billions of dollars to expand its artificial-intelligence push, according to UBS Group AG.
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Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...