Morgan Stanley Warns Oracle Debt Risk Could Hit 2008 Crisis Levels

Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning.

Oracle (ORCL) Cloud Infrastructure’s Role in Shaping the AI Landscape

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S.

Oracle: Margin Call

We go over the three problems with Oracle's optimistic projections and go over how it can fix things. Click here to find out ...
Computer Weekly

Oracle deploys the Middle East’s first AI supercluster to power sovereign AI in Abu Dhabi

Oracle expands its Abu Dhabi cloud region with the Middle East’s first NVIDIA Blackwell–powered AI supercluster, accelerating sovereign AI and supporting the UAE’s ambition to build the world’s first ...