Broadcom, SpaceX and Oracle's AI debt spree: Is AI crowding out the market?
Broadcom, SpaceX and Oracle's AI debt spree: Is AI crowding out the market?


Glideslope AI-powered market news
4 stories in the last 7 days, reading neutral overall. The last day ran at 2.0× its usual pace.

| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | — | 0 |
| Thu, Oct 8 | 0.0 | 1 |
| Wed, Oct 7 | — | 0 |
| Tue, Oct 6 | 0.0 | 1 |
| Mon, Oct 5 | — | 1 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | 0.0 | 1 |
| Fri, Oct 2 | — | 0 |
Broadcom, SpaceX and Oracle's AI debt spree: Is AI crowding out the market?

Dario Amodei's pay last year puts him above CEOs at Alphabet and Amazon, but behind those at Oracle and Nvidia.

The symphony announced last week that it was pausing the rest of the season after disclosing financial trouble. The concerts are back on now, thanks to a tech…
Track key insider trades Sept 27 - Oct 2: Oracle, Alibaba, Costco, GameStop, PANW, SPG & more.
Oracle said its plan to purchase nuclear power could save We Energies customers $300 million in fuel costs between 2027 and 2033.

Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Tim…
Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone.
'just seems like fundamentally un-American'

Oracle Japan shares surged after the company reported record fiscal first-quarter sales and profits.

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Oracle is reportedly looking to delay payment on Project Jupiter if it the data center fails to come online in 2028

A recent report noted that Oracle is looking to protect itself from paying some expenses if a high-profile data-center project gets delayed.
$5.2 trillion in three companies, Oracle hits the brakes, and the $895 card | Market Hang

President made more than 440 purchases and 700 sales despite voter anger over elected officials trading stocks. Donald Trump made over a thousand stock sales a…

Oracle document spells out what laid-off workers get in severance, stock, and bonuses
Was this Ellison being crazy like a fox?

Oracle exec tells workers that its own AI rollout didn't go so smoothly
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
Oracle CFO says 'doing more with less' isn't the answer in all-hands after layoffs
Oracle instructed laid-off workers to immediately sign the termination paperwork to secure their severance packages.

Oracle begins a new round of layoffs. Read the email.
Oracle had previously disclosed that Ellison planned to sell 50 million shares worth around $7.5 billion.

Oracle's stock has taken a beating this year on growing investor concerns over soaring capital expenditure that has pressured its free cash flow.

Oracle founder Larry Ellison has canceled his plan to sell up to $7.5 billion worth of stock in the software company.
Oracle founder Larry Ellison, the world's seventh-richest person, can sell up to 50 million of his shares in the software company under a new trading plan.

Oracle's earnings provided an upbeat read for hardware suppliers - but the Fed's interest-rate moves could dictate just how much they continue benefitting.
The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying.

These are the stocks posting the largest moves premarket.

Oracle's cloud infrastructure revenue jumped 121% since last year, reflecting demand for its AI cloud services.

Oracle shares are climbing on Friday after the company delivered a solid quarter, but some analysts are still wary.
Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.
LOG IN / SUBSCRIBE