Analysts warn that Oracle’s aggressive investment in artificial intelligence is creating a significant credit risk. The company’s largest customer is a venture‑capital‑backed start‑up, and its debt‑to‑equity ratio has surged to 500%, far above peers such as Amazon and Microsoft. Oracle also carries the lowest cash‑to‑assets ratio among the major hyperscalers. Long‑term data‑center leases tied to OpenAI add roughly $100 billion of off‑balance‑sheet commitments. Recent leadership changes, including the departure of long‑time CEO Safra Catz and the appointment of co‑CEOs Clay Magouyrk and Mike Sicilia, underscore the strategic shift toward AI despite financial strain. Leer más →

iRobot, the maker of the iconic Roomba robot vacuum, reported a sharp revenue decline of 23 percent to $127.6 million in its latest quarter. The drop, driven by weak performance in the U.S. and European markets, comes amid fierce competition from Chinese manufacturers and the collapse of a planned sale to Amazon, leaving the company deep in debt. CEO Gary Cohen warned that the company could shut down within 12 months if conditions do not improve, while still exploring a potential sale or other strategic alternatives. Leer más →