ORACLE

About Oracle

Enterprise software and cloud infrastructure company. Major AI infrastructure provider with OCI.

Recent News about Oracle

• China AI Weekly: Oracle denies OpenAI data-center delays as market jitters collide with the OpenAI–Google rivalry

  Chinese financial outlet Yicai’s weekly AI roundup says Oracle responded to market rumors of delayed OpenAI data-center buildouts, insisting the projects are on schedule even as investor nerves remain sensitive to any sign of infrastructure slippage. The item underlines a core reality of the ‘Race to AGI’ era: capital markets increasingly treat compute delivery timelines like product roadmaps—misses can move valuations as much as model releases. It also frames the OpenAI–Google competitive cycle as a rapid “announce-and-counter” loop, where each new model or agent launch immediately forces defensive positioning from rivals. Read together, the themes point to a tightening coupling between model progress, hyperscale construction logistics (labor/material constraints), and public-market confidence in multi-year AI capex. The deeper implication is that frontier AI competition is becoming as much about execution in physical infrastructure as it is about algorithmic advances.

  Source: Yicai (第一财经)2025-12-14T02:01:41.000Z

• US stocks slide as Broadcom outlook rekindles fears of an AI investment bubble

  US markets fell as investors reacted to signals that AI infrastructure growth may be running into margin pressure and capex reality checks, with Broadcom’s outlook amplifying concerns. The move dragged other AI-adjacent names and put the spotlight back on whether today’s spending pace can translate into durable profits, not just revenue growth. A key takeaway is that the AI trade is maturing: the market is starting to separate “AI demand exists” from “AI demand is profitable at scale,” especially for hardware/system sellers. For builders and buyers of AI, this kind of volatility tends to accelerate interest in efficiency—cheaper inference, better utilization, and more defensible unit economics.

  Source: Reuters2025-12-12T17:36:00.000Z

• AI bubble jitters flare up after Oracle capex shock and Broadcom margin warning ripple through markets

  A new wave of “AI bubble” nerves hit markets after Oracle’s surprise capex ramp (to fund AI infrastructure) collided with Broadcom warning that a growing mix of custom AI chips could dilute margins. The mood shift didn’t kill the AI trade, but it did change the vibe: investors are getting pickier about who can spend big on AI *and* show a credible path to profits. Broadcom’s commentary is especially notable because it sits in the plumbing layer of AI (custom accelerators and systems), where demand is real but pricing/margins can be messy. The takeaway: AI demand is still strong, but Wall Street is increasingly rewarding disciplined execution over sheer spending bravado.

  Source: Reuters2025-12-12T11:34:00.000Z

• AI data center boom leans harder on debt as bonds, private credit and securitization accelerate

  Financing for AI data centers is increasingly shifting from “cash-rich hyperscalers just spend” to a broader credit story, with data center/project financing volumes sharply higher and more issuance expected. Reuters flags rising investor attention on credit risk signals (like CDS moves) and the growing role of private credit and securitized products to fund buildouts. This matters because the AI buildout’s bottleneck isn’t only GPUs—it’s power, real estate, and capital structure, and debt markets can tighten faster than tech demand cools. The deep dive question investors are now asking: if utilization or pricing disappoints, who eats the downside—hyperscalers, data center owners, or the credit wrappers holding the risk?

  Source: Reuters2025-12-12T11:13:00.000Z

• Oracle shares slide after weak outlook and soaring AI-related capex, fueling ‘AI bubble’ concerns

  Oracle shares fell sharply after the company issued a dour forecast while highlighting significantly higher spending plans, intensifying investor scrutiny of whether AI infrastructure bets will pay off soon enough. Reuters described the move as sparking broader pressure on AI-linked equities, reflecting market sensitivity to capex-driven business models and uncertain near-term returns. Oracle’s positioning as a major cloud and infrastructure partner for large-scale AI deployments has tied its narrative closely to AI demand and the pace of monetization. The episode underscores a key industry tension: AI-driven growth is pushing unprecedented datacenter investment, but public markets are increasingly demanding clearer profit timelines and cash-flow discipline.

  Source: Reuters2025-12-11T19:08:00.000Z

• OpenAI loses its market halo as Alphabet emerges as Wall Street’s preferred AI bet

  Bloomberg reporting carried by The Straits Times and The Business Times says investor sentiment has shifted sharply away from OpenAI-linked stocks toward Alphabet, as concerns mount over OpenAI’s heavy spending, complex financing and mixed reception for GPT‑5, while Alphabet’s Gemini models, cash reserves and broader business lines look more durable. The report notes that a basket of OpenAI‑exposed companies such as Oracle, CoreWeave, AMD, Microsoft and Nvidia has risen 74% in 2025, but still badly lags the 146% jump in Alphabet‑exposed names like Broadcom, Lumentum, Celestica and TTM Technologies, prompting questions over whether OpenAI can fund its ambitions and remain the clear AI leader. ([straitstimes.com](https://www.straitstimes.com/business/companies-markets/openai-goes-from-stock-market-saviour-to-burden-as-ai-risks-mount))

  Source: The Straits Times2025-12-08T00:58:00.000Z

• Wall Street races to shed risk from AI’s massive borrowing binge

  Bloomberg reports that global banks are simultaneously extending huge credit lines to leading AI and cloud companies while aggressively seeking to offload that exposure through tools like credit derivatives and significant risk transfer deals. Rising hedging costs for borrowers such as Oracle and heightened scrutiny of AI‑linked leverage show how financiers are trying to capture upside from the AI boom without being overexposed to a potential valuation correction. ([bloomberg.com](https://www.bloomberg.com/news/articles/2025-12-05/wall-street-races-to-cut-its-risk-from-ai-s-borrowing-binge))

  Source: Bloomberg2025-12-05T11:30:00.000Z

• Korea’s President Lee and SoftBank’s Masayoshi Son discuss AI cooperation and artificial super intelligence

  South Korean President Lee Jae Myung met SoftBank chairman Masayoshi Son in Seoul to discuss cooperation on artificial intelligence, semiconductors and large‑scale infrastructure, as Korea pursues its goal of becoming a top‑three AI power. Son warned of the coming era of 'artificial super intelligence' thousands of times more capable than the human brain, while the meeting also referenced SoftBank’s role in the US$500 billion Stargate AI infrastructure project and Korea’s planned ₩30 trillion (about US$22 billion) participation via the UAE segment.

  Source: The Korea Times2025-12-05T03:13:00.000Z

• South Korean president to meet SoftBank’s Masayoshi Son on AI and semiconductor cooperation

  South Korean President Lee Jae‑myung will meet SoftBank Group chairman Masayoshi Son on December 5 to discuss cooperation in artificial intelligence, semiconductors and related infrastructure investment, according to the presidential office. The talks are expected to touch on SoftBank’s massive 'Stargate' AI infrastructure project with OpenAI and Oracle and on positioning South Korea as a top‑tier AI and chip hub, with key ministers and senior aides also attending.

  Source: Asia Business Daily (Aju Business Daily, English edition)2025-12-04T04:22:00.000Z

• Investors brace for choppy year-end as AI valuations and rate-cut doubts spook markets

  Reuters says U.S. stock investors are preparing for a volatile holiday period as skepticism builds over near‑term Fed cuts and stretched AI leaders. Even Nvidia’s strong results failed to calm nerves, with recent selling hitting AI‑themed winners like Oracle and Palantir.

  Source: Reuters2025-11-23T11:09:00.000Z