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Oracle - $ORCL

A generic AI assistant gives a generic answer, says Oracle's database engineering EVP
9 takeaways: why Oracle defines business terms inside the database, how one engine with many data types avoids data chaos, and why AI has made it easy…
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An AI model found dozens to hundreds of flaws in Oracle's own code — Oracle database EVP
9 takeaways: why Oracle now enforces each user's identity inside the database, how it corrects wrong AI answers at the source, and why firewalls cannot…
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"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
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The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default
14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…
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Bond worries leak into Oracle and CoreWeave's financing, says DoubleLine deputy CIO
12 calls: why Oracle now trades like a neo-cloud, why Warburg Pincus's CEO calls the IPO market broken, and why Mizuho sees healthcare's rally as a real…
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Halftime Report panel: Nvidia's own AI supply deals top $400 billion
3 takeaways: why the panel calls OpenAI's financing "circular," the 44% Mag-7 wealth effect propping up consumer spending, and the one thing that would…
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Wellington PM: AI borrowers will pass big banks as the bond market's top concentration
11 takeaways: why data center bonds carry construction risk, the tax catch in Trump accounts, Connecticut's $3,200 baby bonds and an Alberta coal mine's…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Jeffrey Gundlach on the dollar in a recession: "I think it'll drop by at least 20%"
16 predictions: Why the Fed hikes twice more, the 6% he wants before buying the 30-year, and why AI bonds now trade like junk despite investment-grade…
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HPE's traditional server orders rose 70% as AI inference took hold, says its CFO
8 takeaways: a $1.2B Vultr order for AMD's Helios rack, a switch with 1,700 copper cables, a $3.5B inference deal, and why she says AI adoption is in…
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Hyperscaler capex reaches $780B in 2026, headed past $1T a year from 2027, a16z finds
16 takeaways: why stocks rose 20% as multiples fell 20%, why only 2% of S&P 500 companies track AI's impact over time, and why tender offers attract so…
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