Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks ...

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...

Evercore ISI predicts that this network may create almost $76 billion in annual GPU cloud revenue, considering that each ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

Burry owns put options on Oracle shares, he said in a Substack post after markets closed on Friday. Burry, who revealed ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...