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CNBC
Oracle stock on pace for worst quarter since 2001, AI concerns - CNBC
"We didn't feel the economics of the business changed with all the largely positive news that came out. And I think what we've seen from $340 down to...
CNBC
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
Bloomberg
Bolivia Says Tesla, Amazon and Oracle Will Invest in Nation
Bolivia’s new President Rodrigo Paz said on Tuesday that major US technology companies will soon announce investments in the landlocked South American nation.
Bloomberg.com
AI Data Center Gold Rush Driven by Thousands of Newcomers - Bloomberg.com
... AI systems. New faces are behind the mega-campuses being developed ... News. Tech behemoths including Oracle, Meta and Alphabet have helped...
Bloomberg
TikTok Says It Reached a US-Majority Ownership Deal | Bloomberg Tech 12/19/2025
Bloomberg’s Caroline Hyde discusses the plans for a US-majority-owned TikTok. Plus, former TikTok boss Kevin Mayer shares his thoughts on that deal and the broader media landscape. And Oracle shares rise as the company plays into some of the year's biggest deals. (Source: Bloomberg)
CNBC
Oracle stock jumps 8% as cloud provider joins investor group to run TikTok's U.S. business
The new joint venture will prevent TikTok from shutting down in the U.S. due to national security concerns.
CNBC
Oracle stock jumps 7% as cloud provider joins investor group to run TikTok's U.S. business
The new joint venture will prevent TikTok from shutting down in the U.S. due to national security concerns.
CNBC
Oracle stock jumps 5% as cloud provider joins investor group to run TikTok's U.S. business
The new joint venture will prevent TikTok from shutting down in the U.S. due to national security concerns.
NPR
TikTok signs deal to give U.S. operations to Oracle-led investor group
The agreement aims to resolve a yearslong standoff between the popular social media platform and the U.S. government over national security concerns tied to China's parent company, ByteDance.
CNBC
CNBC Daily Open: Oracle's debt seems to be affecting data center funding
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
CNBC
CNBC Daily Open: Concerns over Oracle's debt spill over into its projects
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
CNBC
Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
NBC News
Tech stocks plunge as AI angst returns - NBC News
Tech stocks plunge as AI angst returns. The catalyst for the tumble was, once again, news about the cloud computing giant Oracle. A trader looks at...
CNBC
Oracle stock dips 5% on report Blue Owl Capital won't back $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
Bloomberg
First Time in 30 Years the US is Ahead of China in Tech Says Ives
Dan Ives, Global Head of Technology Research at Wedbush Securities joins Bloomberg Intelligence to discuss the latest in the tech industry.
OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp. Blue Owl Capital will not back a $10 billion deal for Oracle’s next data center after negotiations stalled, according to a report by the Financial Times (Source: Bloomberg)
Bloomberg
Oracle-Blue Owl Split Over Data Center Rattles Markets Banking on AI Boom
It’s becoming clear that even the slightest hint of trouble around data centers is enough to spook investors who are banking on the artificial-intelligence boom to power equity markets and provide a wave of debt deals in 2026.
CNBC
Oracle stock dips 6% on report Blue Owl Capital won't back $10 billion data center
The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
Bloomberg
Oracle Says Blue Owl Not in Michigan Deal, Talks on Track
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center projects for firms including Oracle and Meta Platforms Inc. in recent months.
Bloomberg
Blue Owl Won’t Back $10 Billion Oracle Data Center Deal: FT
Blue Owl Capital will not back a $10 billion deal for Oracle’s next data center after negotiations stalled, according to a report by the Financial Times. Mandeep Singh of Bloomberg Intelligence has more on Bloomberg Television. (Source: Bloomberg)
Bloomberg
Oracle at Center of Tech’s $500 Billion AI-Fueled Rent Spree
Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined $500 billion on data center leases in the coming years, an astronomical sum that underscores the bet the industry is making on artificial intelligence.
Bloomberg
Broadcom and Oracle Debacles Put Micron Earnings Under Microscope
Micron Technology Inc., one of the hottest stocks in the market this year, is reporting earnings after the close on Wednesday, and the pressure is on with investors growing increasingly skeptical about the artificial intelligence trade.
CNBC
Hyperscaler AI spending could slow down if Oracle shows 'discipline'
CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
Bloomberg
Larry Ellison Calls the Shots in Oracle’s AI Bet
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford and Drake Bennett report on Larry Ellison’s bet to return Oracle to the forefront of the tech world.
CNBC
AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide
In at least one corner of the AI market, sentiment has turned decidedly negative.
Bloomberg
Oracle a ‘Show Me Story’ on Big AI Debt Bet, JPMorgan Says
Oracle Corp.’s aggressive artificial intelligence spending plan has put the cloud computing giant’s corporate bonds under a harsh spotlight as Wall Street searches for cracks in the AI boom.
Reuters
Morning Bid: Stocks catch a break after bruising AI selloff | Reuters
Expensive tech stocks were hit with a one-two volley of disappointing news from Oracle and Broadcom last week, with shares in the two AI bellwethers...
CNBC
CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
Reuters
Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists | Reuters
The turbulence this week for AI-linked stocks seemed similar to shorter-term selling in the wake of the DeepSeek news earlier this year and other AI "...
Bloomberg
Oracle's $300 Billion AI Bet Has Fast Become a Bubble Barometer - Bloomberg
It had been busy signing huge deals to rent data center space, buying the specialized AI ... Provide news feedback or report an error · Confidential tip...