Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus ...
It hasn't been that long since Oracle was an AI darling. A lot can change in a few months.
Oracle Cloud Infrastructure (OCI) is growing fast, with revenue up over 50% year-over-year, though it still holds a smaller ...
What really sets Pavan apart is how he blends deep Oracle Financials expertise with a sharp eye for AI-driven process design. He’s not just talking about automation; he’s building and deploying Oracle ...
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Vibe coding has taken the tech industry by storm, and it’s not just the Lovables and Replits of the world that are winning. The startups building the infrastructure behind them are cashing in too.
Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...
Oracle's market value has dropped by over $300 billion since its OpenAI deal. Investors are worried about the company's debt-fueled AI investments. This has led to talk of a 'Curse of ChatGPT'. Oracle ...
Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...