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. Leia mais →

Oracle AI World 2025 kicked off in Las Vegas with live on‑the‑ground reporting. The two‑day event, previously known as Cloud World, features keynotes from co‑CEOs Mike Sicilia and Clay Magouyrk, who discuss the future of artificial intelligence and cloud technology. Attendees can expect breakout sessions, executive meet‑ups, and a look at Oracle's newest AI initiatives. Leia mais →

Oracle is reportedly preparing a $15 billion corporate bond offering that could include up to seven tranches, one of which may be a 40‑year bond. The move comes weeks after the cloud‑infrastructure giant signed a massive AI compute agreement with OpenAI valued at $300 billion and entered talks with Meta on a $20 billion deal. Oracle also announced a leadership transition, with CEO Safra Catz moving to executive vice‑chair and co‑CEOs Clay Magouyrk and Mike Sicilia taking the helm. Leia mais →