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The Latest Breaking News from Oracle

1 Bold Expert Says Software Stocks Have Bottomed: 5 Top Names to Buy Now

Fundstrat’s Tom Lee argues the “AI scare trade” in software is nearing exhaustion and that leaders like Microsoft, Palantir, Oracle, Salesforce, and Intuit now offer a bottoming‑phase entry into durable AI platforms rather than the start of another leg down.

Big Short's Burry Goes Long on Adobe After Betting $1.1bn Against AI Stocks

Big Short's Burry Goes Long on Adobe After Betting $1.1bn Against AI Stocks

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

International Business Times UK

TikTok US Suffers Service Disruption Due to Another Oracle Outage—Here's What It Means

TikTok US Suffers Service Disruption Due to Another Oracle Outage—Here's What It Means

The US operations of TikTok is facing service disruptions, it is all because of an outage involving Oracle.

International Business Times

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Why Oppenheimer Says Oracle Stock Can Gain 25% from Here

Oppenheimer has initiated coverage of ORCL stock with a $185 price target.

Want to Invest Like Michael Burry? 3 Stocks to Sell Now.

Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these popular names now?

YETI’s latest drop proves F1 merch can be genuinely useful gear

The outdoor brand’s latest partnership with the Formula 1 powerhouse expands into a full lifestyle lineup

The electrician shortage is a threat to Big Tech’s ‘life or death’ race to build data centers—and an opportunity for Gen Z

By going all in on AI, tech companies like Meta and Microsoft are shaking up white-collar career paths—and creating a huge demand for new electricians.

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Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today

Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today

Wednesday's risk-on session was sparked by strong gains in tech stocks and several crypto-related names.

Michael Burry Reveals 'Sinister' Accounting Tricks of Mag 7 Firms to Inflate Earnings by Over 20%

Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines.

International Business Times UK

Moody’s flags $662 billion risk at the heart of the data center build-out by just 5 companies

Moody’s flags $662 billion risk at the heart of the data center build-out by just 5 companies

“The accounting liability is unlikely to reflect certain plausible future scenarios,” Moody’s said of Meta, Amazon, Alphabet, Oracle, and Microsoft.

US datacenters face slew of problems amid grassroots protests against AI

US datacenters face slew of problems amid grassroots protests against AI

New constructions delayed or cancelled, raising questions about US’s ability to expand infrastructure to support boom

The Guardian - US

Top Las Vegas hotel is the latest ShinyHunters ransomware victim - hackers demand $1.5 million to not leak data

Top Las Vegas hotel is the latest ShinyHunters ransomware victim - hackers demand $1.5 million to not leak data

ShinyHunters claim to have hit Wynn Resorts, stealing 800,000 recors.

Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers

Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers

OpenAI, Oracle, and SoftBank have reportedly spent several months negotiating over who would have ultimate control of the data centers planned for Stargate.

Tom’s Hardware

The Saturday Spread: Using Volatility Skew as a Smart Money Gauge (TGT, AAPL, ORCL)

The Saturday Spread: Using Volatility Skew as a Smart Money Gauge (TGT, AAPL, ORCL)

While the Street is stacked against retail traders, certain indicators can help even the odds against the pros.

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Oracle Stock Plunges 55%: Buy the Dip or Stay Away?

Oracle is in the midst of a major expansion of its data center footprint to support contracted AI workloads. Its aggressive capital spending has weighed on ORCL stock.

DTE’s Stargate Deal Turns Power Into Profits

See why DTE Energy is being framed as an AI power play: Stargate load growth, beat-and-raise results, higher capex through 2030, and key risks.

Oracle promises 'decisive new approach' to MySQL - so will this mean some big changes coming soon?

Oracle acknowledges community concerns over MySQL, and has promised to be more open and collaborative going forward.

Oracle’s Emotion-Driven Sell-Off Sets Up Generational Opportunity

Oracle is on track for a rapid snapback, which could take this market to record highs. Debt concerns persist, but the backlog says it's no problem.

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5 Software Stocks That Look Too Cheap to Ignore

The software sector has plunged into bear-market territory, resetting valuations across the board as fears surrounding AI grow large.

As Oracle Lands a New Air Force Win, Should You Buy, Sell, or Hold ORCL Stock?

Oracle has won a fresh Air Force contract worth $88 million.

What Does Alphabet’s $31.5 Billion Bond Sale Really Mean for GOOGL Stock Investors?

Alphabet’s $31.5 billion bond sale signals an aggressive push to fund AI-driven growth, and this article examines whether the move strengthens GOOGL’s long-term growth outlook or introduces new risks for investors.

“It’s cheaper for you and more profitable for us”: In 1998, Larry Ellison predicted the world we live in today, where you pay over and over for software you don’t own

Larry Ellison’s 1998 vision of leasing software predicted today’s cloud subscriptions and the end of traditional software ownership.

The Conversation

AI threatens to eat business software – and it could change the way we work

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble.

AI Power Crunch: Why Bloom Energy Is the Hidden Winner

Bloom Energy is transforming into a critical AI infrastructure provider, delivering rapid power solutions that bypass grid congestion to drive record growth.

Short Sellers Are Making Bank on Oracle Stock. Should You Bet Against ORCL Too?

Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market value last week.

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