Oracle

10-year Treasury yield hits 5%, a 19-year high, and AI’s borrowing bill goes up with it

The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil…

4 weeks ago

Oracle falls 5%: $700 million more in layoff costs, and Ellison’s $7.5 billion sale is off

Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to…

4 weeks ago

Why HPE Stock Jumped 12%: Oracle Capex, $30B Supplier Bill

Hewlett Packard Enterprise shares rose 12.4% on Friday, September 11, to $62.09, the company's highest close since it began trading…

4 weeks ago

Oracle’s backlog hit $664 billion. It sold $20 billion of stock to build it

Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that…

1 month ago

Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?

Oracle and Broadcom are now chasing the same AI infrastructure budget, but they are not selling the same thing. Oracle…

5 months ago

Oracle earnings preview: OCI backlog is huge, but AI capex is the real test

Oracle reports on June 10, 2026, and the easy headline is that OCI is finally getting the AI cloud respect…

5 months ago

The Pentagon Just Picked Its AI Stack

Article BriefKey Takeaways4 points24s read01The roster-The official May 6 read is eight companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon…

5 months ago