Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected
Shares of Oracle tumbled after a report revealed that the software maker’s profit margin in its cloud computing business is lower than many on Wall Street had estimated.
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Rothschild Initiates Sell Rating on Oracle Cloud Valuation
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 Borrows Billions for AI Cloud Expansion
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. May Join the Group Buying TikTok's US Operations
Fox Corp. is in talks to invest in the U.S. portion of TikTok alongside other major American players like Oracle and Dell.
Oracle in Talks With Meta on $20 Billion AI Cloud Computing Deal
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. Future: How a Big Deal Aims to Keep Your Favorite App Alive
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.