Oracle

Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10 (www.cnbc.com)
20 hours ago AI Oracle

Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B (www.theinformation.com)
1 day ago Oracle

How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment (www.bloomberg.com)
3 days ago AI Oracle

Sources: Oracle has pushed back completion dates for some data centers it is building for OpenAI from 2027 to 2028, largely due to labor and material shortages (www.bloomberg.com)
4 days ago Oracle

Oracle reports Q2 revenue up 14% YoY to $16.06B vs. $16.21B est., remaining performance obligations up 438% to $523B vs. $502B est.; ORCL drops 5%+ after hours (www.cnbc.com)
5 days ago Oracle

Barts Health NHS discloses data breach after Oracle zero-day hack (www.bleepingcomputer.com)
11 days ago Oracle

University of Phoenix discloses data breach after Oracle hack (www.bleepingcomputer.com)
13 days ago Oracle

University of Pennsylvania confirms new data breach after Oracle hack (www.bleepingcomputer.com)
14 days ago Oracle

Morgan Stanley Warns Oracle Credit Protection Nearing Record High (developers.slashdot.org)
16 days ago Morgan Stanley Oracle

OpenAI's data center partners are set to rack up nearly $100B in debt; sources say banks may lend another $38B to Oracle and Vantage to build more OpenAI sites (t.co)
18 days ago Oracle

CISA warns Oracle Identity Manager RCE flaw is being actively exploited (www.bleepingcomputer.com)
22 days ago Oracle

Cox Enterprises discloses Oracle E-Business Suite data breach (www.bleepingcomputer.com)
22 days ago Oracle

The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (www.nytimes.com)
26 days ago AI Oracle Nvidia AMD

Oracle is Already Underwater On Its 'Astonishing' $300B OpenAI Deal (developers.slashdot.org)
27 days ago Oracle

Oracle shares are down nearly 30% in the past month, reversing more than $250B in market value gains following the announcement of its OpenAI deals in September (t.co)
2025-11-14 Oracle

GlobalLogic warns 10,000 employees of data theft after Oracle breach (www.bleepingcomputer.com)
2025-11-12 Oracle

Inside OpenAI's deals with Nvidia, Oracle, and AMD, where sources say Sam Altman largely relied on his executive team, with little input from outside advisors (www.ft.com)
2025-10-27 Oracle Nvidia AMD

Inside OpenAI's deals with Nvidia, Oracle, and AMD, in which Sam Altman largely relied on his executive team, with little input from outside advisors (www.ft.com)
2025-10-27 Oracle Nvidia AMD

Sources: banks are preparing to launch a $38B debt sale to fund Oracle data centers, including $23.25B for a Texas data center and $14.75B for a Wisconsin site (www.bloomberg.com)
2025-10-24 Oracle Texas

OpenAI, Oracle, and Vantage Data Centers plan to build a data center in Wisconsin called Lighthouse, costing $15B+ and set to open in 2028, as part of Stargate (www.reuters.com)
2025-10-23 Oracle

Permalink to Oracle launches AI Agent Marketplace to enable customers to find and deploy validated agents (sdtimes.com)
2025-10-22 AI Oracle

CISA confirms hackers exploited Oracle E-Business Suite SSRF flaw (www.bleepingcomputer.com)
2025-10-22 Oracle

American Airlines subsidiary Envoy confirms Oracle data theft attack (www.bleepingcomputer.com)
2025-10-18 U.S. Oracle

Oracle silently fixes zero-day exploit leaked by ShinyHunters (www.bleepingcomputer.com)
2025-10-16 Oracle

Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first chip for rack-sized systems (www.cnbc.com)
2025-10-14 Oracle AMD

Harvard investigating breach linked to Oracle zero-day exploit (www.bleepingcomputer.com)
2025-10-14 Oracle

Oracle releases emergency patch for new E-Business Suite flaw (www.bleepingcomputer.com)
2025-10-14 Oracle

Google says Cl0p hackers who exploited vulnerabilities in Oracle's E-Business Suite have stolen data from “dozens” of organizations since at least July 10 (techcrunch.com)
2025-10-10 Google Oracle

Clop exploited Oracle zero-day for data theft since early August (www.bleepingcomputer.com)
2025-10-8 Oracle

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
2025-10-8 Oracle Nvidia

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