Oracle stock drops on data center update, drags tech shares lower:

reuters.com/commentary/breakingviews/oracle-freakout-exposes-fragile-data-center-boom-2026-09-25/

Reuters

Sep 26

OpinionOracle freakout exposes fragile data center boom: The software giant's search for relief from a ‌commitment to a server farm has rattled AI lenders ...

futurism.com/future-society/donal-trump-stargate-megaproject-ai-data-center-oracle-shrivels

Futurism

Sep 25

Trump’s Stargate AI Project in Huge Trouble As $18 Billion Data Center Shrivels Toward Oblivion

inc.com/phil-rosen/stock-market-outlook-oracle-ai-data-center-blue-owl-capital/91410075

Inc.com

Sep 25

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 ...

Fast Company

fastcompany.com/91545823/oracle-and-the-ai-booms-hidden-debt-bomb

May 23

Oracle and the AI boom’s hidden debt bomb: Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its ...

Business Insider

businessinsider.com/coreweave-stock-blue-owl-capital-data-center-financing-ai-crwv-2026-2

Feb 20

CoreWeave stock is tumbling amid fresh data-center financing concerns: CoreWeave stock tumbled on Friday amid fresh concerns about financing trouble for a data ...

ft.com/content/90aa74a5-b39d-4131-a138-367726cb18fb

Financial Times

A−

Feb 04

Banks seek out new buyers for Oracle data centre loans: Rare investment-grade rating helps attract insurers and private credit funds to construction debt

1 192

forbes.com

forbes.com/sites/tylerroush/2026/02/04/global-software-stock-selloff-oracle-adobe-more-fueled-by-anthropics-new-ai-tools/

Feb 04

Global Software Stock Selloff—Oracle, Adobe, More—Fueled By Anthropic’s New AI Tools

The Atlantic

theatlantic.com/technology/2025/10/data-centers-ai-crash/684765/

Feb 02

Here’s How the AI Crash Happens: The U.S. is becoming an Nvidia-state.

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The Kansas City Star

B+

Feb 02

Clock ticks for $295 billion shadow bank amid secret bank run : Wall Street's inclusive promise to bring private credit accessible to everyone ...

kansascity.com/news/business/article314540161.html

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thestreet.com

Dec 22 25

Oracle just made a power move Wall Street can’t ignore: A quiet shift in Oracle’s strategy is changing how investors see its future.

thestreet.com/investing/oracle-just-made-a-power-move-wall-street-cant-ignore

CNBC

Dec 19 25

Data center deals hit record $61 billion in 2025 amid construction frenzy: Hyperscalers are increasingly turning to outside capital in the form of debt to fund ...

cnbc.com/2025/12/19/data-center-deals-hit-record-amid-ai-funding-concerns-grip-investors.html

thejakartapost.com/business/2025/12/18/tech-jitters-dent-stocks-before-central-banks-take-center-stage.html

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The Jakarta Post

Dec 18 25

Tech jitters dent stocks before central banks take center stage: Tech jitters dent stocks before central banks take center stage - Markets - The Jakarta Post

axios.com/2025/12/18/ai-oracle-stock-blue-owl

Axios

B+

Dec 18 25

Why Oracle keeps sparking AI-bubble fears: Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

barrons.com/articles/blue-owl-co-ceo-fears-ungrounded-7bc0a3e5

Barron's Nov 20 25

Blue Owl Is Having a Rough Year. Its Co-CEO Says Investors’ Fears Are ...

Paid articlePaywall

Blue Owl Is Having a Rough Year. Its Co-CEO Says Investors’ Fears Are ‘Ungrounded.’

n-tv.de/wirtschaft/Techriesen-laufen-im-KI-Boom-in-die-Cash-Klemme-id30041332.html

3 1

N-tv

C+

Nov 19 25

Foundation “weaker every day”: Tech giants run into cash crunch amid AI boom: The tech sell-off follows a trend reversal: instead of using petty cash, Meta ...