Rothschild & Co issued a Sell rating on Oracle, arguing that the market is overestimating the value of its contracted cloud business because the company acts more like a financier than a traditional cloud provider.
Oracle is raising $15 billion through bonds to fund massive cloud infrastructure deals with companies like OpenAI and Meta, boosting its AI capabilities despite rising costs.
Fox Corp. is in talks to invest in the U.S. portion of TikTok alongside other major American players like Oracle and Dell.
Oracle is negotiating a massive $20B cloud computing deal with Meta to power its AI models. This reinforces Oracle's new role as a major AI infrastructure provider, competing with Amazon and Google.
TikTok's U.S. ban is extended to Dec 2025 as a deal finalizes for American ownership (80% US investors). A new U.S. app, American-controlled algorithms, and Oracle handling user data will address national security concerns.
Oracle shares climbed following speculation that the software company may be part of a deal between the U.S. and China regarding TikTok.
