In today’s CEO Daily: Diane Brady on the problems faced by Oracle’s new co-CEOs. The big story: $100 billion Nvidia-OpenAI deal features “circularity.” The markets: Up! Plus: All the news and ...
Oracle plans to raise $45-50 billion through debt and equity to accelerate cloud buildouts for AI, highlighting the cost of staying competitive in the compute race and the importance of ...
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...