Short Oracle To Hedge AI Credit Risk? Expert Explains 'Cheap Proxy' Trade For Broader AI Sector Risks

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
The Information

Oracle Strikes $150 Billion of Data Center Leases in November Quarter

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...
Reuters

Oracle denies report on OpenAI data center delays

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Seeking Alpha

Oracle erases some losses as company denies report of data center delays

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
CBS News

Developer withdraws rezoning application for proposed data center in Howell Township

The developer behind the rezoning request for the proposed data center in Howell Township, Michigan, has withdrawn their application. According to a Facebook post on Sunday, the application for ...
clickondetroit.com

Developer pulls rezoning request for proposed AI data center in Howell Township

HOWELL TOWNSHIP, Mich. – The developer behind a controversial AI data center proposal in Howell Township has withdrawn their rezoning request and text amendment application, township officials ...