Gap threatens Oracle, Microsoft, and Amazon despite optimistic forecasts of 3 billion ChatGPT users by 2030 OpenAI needs to ...
Larry Ellison briefly became the world's richest person in September 2025 and toppled Elon Musk. The surge in Ellison's ...
Bryan Cantrill, an engineer who worked at Oracle, labeled Ellison a “lawnmower… [and] don’t anthropomorphize the lawnmower,” ...
Economists pulled back on bearish takes for Oracle, fueling a stock rebound for Ellison’s firm while returning billions to ...
In total, $100 billion in bonds, private loans, and bank debt now orbit around OpenAI’s name. That puts it on the same level of debt exposure as AT&T, Comcast, Volkswagen, and Toyota, based on 2024 ...
From going after huge deals (TikTok, Paramount) and pivoting Oracle to AI, Larry Ellison is richer and more relevant than ...
HSBC forecasts a massive $207B funding gap for OpenAI's expansion plans, raising questions about future growth ...
Oracle has already sold $18 billion in corporate bonds to fund infrastructure commitement to OpenAI. Analysts at KeyBanc ...
The $100bn of bonds, bank loans and private credit deals tied to OpenAI are equivalent to the net debt directly held by the ...
Softbank shares are down 40%. That is bad news for AI stocks. It is one of the leaders in the industry and its trouble raises questions.
SoftBank Group Corp.'s shares have tumbled 40 per cent from late October, while Oracle Corp.'s stock has given up all gains ...