Elon Musk reportedly invests about $1 billion in Skydance: David Ellison's father, billionaire and Oracle co-founder Larry Ellison, has a history with Musk.
cnbc.com/2026/10/22/elon-musk-skydance-investment.html
Larry Ellison pledged Oracle, Tesla and SpaceX stock for loans before son's Warner deal closed
qz.com/larry-ellison-pledged-stock-loans-warner-bros-deal-102126
Warren Buffett once called Berkshire Hathaway the ‘dumbest’ stock he ever bought—after 60 years, he’s stepped down with a $145 billion net worth
fortune.com/2026/09/21/warren-buffett-once-called-berkshire-hathaway-dumbest-stock-ever-bought-after-60-years-stepping-down-145-billion-net-worth/
Paid articlePaywallMedia mogul John Malone predicted SpaceX could invest $8 billion to $10 billion in Skydance, helping David Ellison pay down the company’s growing debt ... Show more
startupfortune.com Oct 15
Banks are now trying to offload the AI data center debt they just underwrote: JPMorgan and MUFG are part of the group that has spent more than six months trying ...
startupfortune.com/banks-are-now-trying-to-offload-the-ai-data-center-debt-they-just-underwrote/
Wall Street Is Getting Very Nervous About AI: If you want to know whether artificial intelligence is a gigantic economic bubble, don’t just take pundits’ word ...
jacobin.com/2026/10/artificial-intelligence-investors-finance-bubble
Weak Links Start to Show in A.I. Borrowing: Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the ...
nytimes.com/2026/10/17/business/ai-debt-coreweave-oracle-softbank.html
Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line
cnbc.com/2026/10/19/oracle-debt-faces-an-ai-stress-test-why-some-investors-arent-worried-.html
Michigan residents fight potential $6.4bn datacenter bill: ‘That is insanity’: DTE Energy, among the US’s biggest utilities, is requesting approval to build two ...
theguardian.com/us-news/2026/oct/21/michigan-datacenter-bill-utility-prices
Dow jumps 500 points as earnings optimism steadies market: Live updates: A number of upbeat earnings reports and a drop in oil prices overshadowed recent ...
cnbc.com/2026/10/19/stock-market-today-live-updates.html
Stock investors are ready to move on from the AI rout. Credit investors are not: Investors were still demanding high yields and more insurance on CoreWeave and ...
cnbc.com/2026/10/19/coreweave-oracle-ai-credit-stress.html
Michael Burry bets against 2 AI favorites: The investor issued warnings about Oracle and Nebius stocks, arguing that they have become attractive short targets.
thestreet.com/investing/stocks/orcl-oracle-nbis-nebius-michael-burry-shorts
Oracle's $10 million investment revives Nashville Symphony, but sustainability questions remain
newschannel5.com/news/state/tennessee/davidson-county/oracles-10-million-investment-revives-nashville-symphony-but-sustainability-questions-remain
Oracle sees 'impressive inflection' in software reseller survey, BNP Paribas says
seekingalpha.com/news/4654261-oracle-seeing-impressive-inflection-in-software-reseller-survey-bnp-paribas-says
CNBC Daily Open: Tech investors buy the dip — but debt remains a concern: The Nasdaq Composite rallied, but some companies are still off the menu for investors ...
cnbc.com/2026/10/20/cnbc-daily-open-tech-nasdaq-trump-ukraine-anthropic.html
OpenAI projected to bring in $20bn less in revenue than expected: Questions raised over AI growth as ChatGPT maker forecasts this year’s revenue at $50bn ...
theguardian.com/technology/2026/oct/09/openai-forecast-revenue-gap
Oracle data center deal could result in savings for electric customers: Oracle said its plan to purchase nuclear power could save We Energies customers $300 ...
jsonline.com/story/money/business/2026/10/01/oracle-data-center-nuclear-power-deal-could-lower-we-energies-bills/92024983007/
Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report: OpenAI has told investors that it hit roughly $50 billion in annualized revenue at ...
cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html
Key FactsOpenAI reportedly on track for US$50 billion annualized revenue
Oct 8, 2026 · Reading time: ~30 sec.
Summary created with AI assistance · Source: financialpost.com
Summary created with AI assistance · Source: financialpost.com
- People familiar with the matter put OpenAI’s annualized revenue at roughly US$50 billion, up from the previous year.
- Some outlets reported in September that OpenAI was already approaching nearly US$70 billion in annualized revenue.
- The Financial Times attributed the discrepancy to more direct comparisons with Anthropic, including how cloud-provider sales are counted.
- OpenAI is currently discussing at least US$30 billion with investors; the funding round would value the company at about US$1.4 trillion.
Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater
fortune.com/2026/09/26/oracle-larry-ellison-ceo-pay/
Paid articlePaywall
Stocks: What's behind the new sell-off in chip stocks: The chip industry has recently stabilized on the stock market. Now, chip manufacturers' shares are ...
handelsblatt.com/finanzen/maerkte/marktberichte/aktien-was-hinter-der-neuen-verkaufswelle-bei-chipaktien-steckt/100261813.html
The cybersecurity breach last year of Oracle's healthcare unit compromised personal information belonging to nearly 20 million people ... Show more
finance.yahoo.com
finance.yahoo.com
Mastek gains 3% as AI-led Oracle cloud transformation deal lifts stock: Mastek (UK) Limited, a wholly-owned Subsidiary of Mastek Ltd selected by Staffordshire ...
business-standard.com/markets/news/mastek-gains-3-as-ai-led-oracle-cloud-transformation-deal-lifts-stock-126100800450_1.html
Barron's Oct 08
Oracle Insider Buys $3.5 Million in Stock Amid OpenAI Swings: Oracle director Stephen Rusckowski bought 25,000 shares as reports about OpenAI’s revenue fueled ...
trib.al/hHIdrq8
Paid articlePaywall Michael Burry just put a date on Oracle's AI reckoning: Michael Burry predicts Big Tech’s massive AI spending will trigger massive write-offs by 2028 ...
thestreet.com/investing/michael-burry-big-short-ai-spending-warning
dlvr.it Oct 09
Oracle lets AI agents do the work, provided you stay in Big Red's world: Analysts welcome Fusion Claw's tighter controls but warn of early adoption and cloud ...
theregister.com/ai-and-ml/2026/10/09/oracle-lets-ai-agents-do-the-work-provided-you-stay-in-big-reds-world/5302270
Nvidia GPUs are everywhere. Here are the ways companies are accessing them: One industry researcher identified over 300 neoclouds that can provide GPU capacity ...
cnbc.com/2026/10/10/nvidia-gpus-are-everywhere-heres-how-companies-access-them.html
Skydance's David Ellison Is A Billionaire—But Here's Why He's Not On Our List
forbes.com/sites/aliciapark/2026/10/06/david-ellison-just-landed-a-150-million-payday-heres-how-much-hes-worth/
Oracle sends 'force majeure' notice about data center project — stock drops 3%: Oracle is reportedly looking to delay payment on Project Jupiter if the data ...
cnbc.com/2026/09/24/oracle-data-center-force-majeure.html
After a fraught fight, Paramount-Warner Bros. transaction closes: Shares of the merged company, now called Skydance, began trading on the stock market Tuesday ...
latimes.com/entertainment-arts/business/story/2026-10-06/paramount-warner-bros-deal-closes-becomes-skydance-david-ellison
China’s Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports
reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/
Tencent scores 100,000 offshore AI chip deal with Oracle for $7 billion despite climbing prices — per-hour costs estimated to be 43% under standard H100 rental ...
tomshardware.com/tech-industry/data-centers/tencent-scores-100-000-offshore-ai-chip-deal-with-oracle-for-usd7-billion-despite-climbing-prices-per-hour-costs-estimated-to-be-43-percent-under-standard-h100-rental-rates
Paid articlePaywallOpenAI's annualized recurring revenue nears $70 billion, source says: OpenAI's annualized recurring revenue is approaching $70 billion, driven by a more than ...
reuters.com/technology/openais-annual-recurring-revenue-nears-70-billion-axios-reports-2026-09-29/
OpenAI's revenue run rate is surging toward $70 billion as enterprise sales doubled
qz.com/openai-revenue-run-rate-70-billion-enterprise-sales-092926
Oracle Lands Major Cloud Deal With Tencent: Report: Oracle stock wavered following a report the tech giant landed a $7 billion deal to provide cloud-computing ...
investors.com/news/technology/oracle-stock-tencent-cloud-deal/
Insiders sold shares in these stocks last week. Are prices now under pressure? Insider buying and selling is often considered a signal for investors – after ... Show more
Federal judge allows Paramount-Warner merger to move forward: The judge's approval allows tech scion David Ellison to finalize his company's $111-billion ...
latimes.com/entertainment-arts/business/story/2026-09-30/judge-allows-paramount-warner-merger-to-move-forward
“Big Short” investor Steve Eisman (@EismanPlaybook) says off-balance-sheet financing is “back with a vengeance” in AI.
He points to Oracle ($ORCL) and Meta ... Show more
AI data center for 18 billion: Oracle wants rent deferral in case of delays: One of Oracle's massive AI data center projects is struggling with problems ...
heise.de/news/Riesiges-KI-Rechenzentrum-verzoegert-Oracle-will-Stundung-von-Mietzahlungen-11470269.html
Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent
cnbc.com/2026/09/25/oracle-japan-shares-earnings.html
Barron's Sep 26
Berkshire Hathaway Buys More Lennar Stock; Now Owns 11% of Big Homebuilder: Berkshire, which owns several homebuilders, appears to have taken advantage of ...
barrons.com/articles/berkshire-hathaway-buys-more-lennar-stock-e8e4f9cb
Paid articlePaywall
Looking for financial advice? Here are three surprisingly simple tips from the "Oracle of Omaha" himself, Warren Buffett.
Oracle, Blue Owl project delay sends ripples through AI financing, sources say: Oracle's move to protect itself against potential delays at a massive data center ...
reuters.com/business/energy/oracle-blue-owl-project-delay-sends-ripples-through-ai-financing-sources-say-2026-09-24/
Good news for OpenAI is great news for Oracle’s stock — here’s why: Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone.
trib.al/zgNhV7J
Home, business site near Oracle data center sells for $6 million: The house, as well as the neighboring building used by Pit Bull Towing and Repair ...
eu.jsonline.com/story/money/real-estate/commercial/2026/09/30/wisconsin-home-business-near-oracle-data-center-sells-for-6-million/92008612007/
Looking for financial advice? Here are three surprisingly simple tips from the "Oracle of Omaha" himself, Warren Buffett.
Barron's Sep 25
Bloom Energy Stock Is Today’s Top S&P 500 Performer. It Has a Lot to Do With Oracle.
barrons.com/articles/bloom-energy-stock-oracle-ai-50802d99
Paid articlePaywallOracle Co-CEO Made 6,623 Times The Company’s Median Worker: The company’s latest proxy filing also showed chief technology officer Larry Ellison pledged $56 ...
go.forbes.com/ZX33Lp
Oracle layoffs 2026: Company cuts 546 cloud workers jobs in US as AI spending rises
indianexpress.com/article/world/oracle-layoffs-cloud-infrastructure-ai-restructuring-job-cuts-10895293/
Oracle’s $165 Billion AI Data Center Is Flashing a Warning Sign: Oracle stock fell more than 3 percent after delivering a force majeure notice to Blue Owl ...
inc.com/phil-rosen/stock-market-outlook-oracle-ai-data-center-blue-owl-capital/91410075
Oracle rekindles the data center debt risks
axios.com/2026/09/25/oracle-debt-data-centers
Oracle stock: The credit market sounds the alarm: Oracle stock: Credit risk at record high - | Bond yields over eight percent
deraktionaer.de/artikel/medien-ittk-technologie/oracle-aktie-der-kreditmarkt-schlaegt-alarm-20409582.html
OpinionTrading Day: Rout of control: The global bond rout continued on Thursday, pushing many key yields around the world to new multi-decade highs ...
reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-09-24/
Jim Cramer sends strong signal to Oracle stock investors
Read more: Jim Cramer sends strong signal to Oracle stock investors
Trump’s Stargate AI Project in Huge Trouble As $18 Billion Data Center Shrivels Toward Oblivion
futurism.com/future-society/donal-trump-stargate-megaproject-ai-data-center-oracle-shrivels
Oracle’s stock is falling as investors fear a data-center setback: A recent report noted that Oracle is looking to protect itself from paying some expenses if a ...
marketwatch.com/story/oracles-stock-is-falling-as-investors-fear-a-data-center-setback-d8105ef9
Paid articlePaywallOracle sends 'force majeure' notice about data center project — stock drops 3%: Oracle is reportedly looking to delay payment on Project Jupiter if the data ...
cnbc.com/2026/09/24/oracle-data-center-force-majeure.html
Larry Ellison cancels $7.5 billion sale of Oracle stock: Oracle had previously disclosed that Ellison planned to sell 50 million shares worth around $7.5 billion ...
techcrunch.com/2026/09/13/larry-ellison-cancels-7-5-billion-sale-of-oracle-stock/
The Oracle co-founder was ready to sell billions in shares. One day after the plan surfaced, he changed his mind.
Read more: Larry Ellison makes $7.5 billion surprise call on Oracle stock
Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.
Read more: Jim Cramer sends strong signal to Oracle stock investors
Oracle layoffs hit software developers, engineers hardest, document shows: A leaked document covering 546 employees in Oracle's cloud infrastructure division ...
qz.com/oracle-cloud-layoffs-software-developers-engineers-092226
Oracle has never had more riding on its AI ambitions, and its latest moves show just how much is changing inside the company.
Read more: thestreet.com
Morgan Stanley revamps Oracle stock price target.
Here's what could happen to ORCL shares next.
Read more: Morgan Stanley revamps Oracle stock price target
Will Nashville lure another California titan if Paramount follows through on threat to leave?
dailynews.com/2026/09/18/will-nashville-lure-another-california-titan-if-paramount-follows-through-on-threat-to-leave/
Stocks making the biggest moves midday: Oracle, Everpure, Meta Platforms, Nebius, Bloom Energy, MGM & more
cnbc.com/2026/09/24/stocks-making-the-biggest-moves-midday-orcl-p-meta-nbis-be.html
Paid articlePaywall
ShinyHunters Hackers Claim To Have 2-3TB Of Sensitive Information About FBI Employees
engadget.com/2267075/shinyhunters-hackers-claim-to-have-2-3tb-of-sensitive-information-about-fbi-employees/
Top Wall Street analysts find these 3 stocks attractive as long-term investments: Look beyond short-term noise and focus on stocks with strong growth potential ...
cnbc.com/2026/09/20/top-wall-street-analysts-find-these-3-stocks-attractive-as-long-term-investments.html
Oracle to Spend an Additional $700 Million on More Job Cuts: Oracle Corp. increased the scale of its planned job cuts while the company grapples with a cash ...
bloomberg.com/news/articles/2026-09-11/oracle-boosts-layoffs-plan-by-700-million
Paid articlePaywall
Revealed: The Oracle cloud roles hit hard by layoffs: Business Insider obtained a previously unreported document showing the scale and scope of the cuts at ...
businessinsider.com/oracle-cloud-layoffs-america-roles-hit-hardest-leaked-doc-2026-9
