Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, contrasting with relatively stable equity markets. The divergence suggests that credit investors are pricing in risks not yet reflected in stock prices, possibly due to concerns about the sustainability of the current AI investment cycle. This signals potential rising default risks and market uncertainty ahead.
Chubu Electric Power Grid Co., Inc. has installed 10 million smart meters and upgraded to the latest Oracle Utilities Meter Data Management system. This upgrade enhances scalability, supports second-generation smart meters, and enables 15-minute inte...
Jim Cramer highlighted a potential comeback in technology stocks outside the usual leaders like Nvidia and Microsoft, pointing to companies such as AMD, Arista Networks, and Oracle showing strength. Gains in Broadcom and Micron also suggest a shift t...
Oracle Corporation has been upgraded to a Buy rating due to its discounted valuation and clarified capital requirements. Management expects $20 billion in external funding, positive free cash flow by the second half of fiscal 2028, and a net debt to ...
Oracle's stock has fallen 11.5%, but it is considered a buying opportunity due to its aggressive AI-related investments and expected free cash flow recovery starting in fiscal 2028. The company is currently managing high debt levels and lease obligat...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
