FRESH AI TRADE JITTERS. AI TRADE JITTERS. TODAY WE'LL DISCUSS AND DEBATE WITH THE INVESTMENT COMMITTEE.JOINING ME FOR THE HOUR TODAY, STEVE WEISS, JIM LEBENTHAL, BRENDA ANGELO AND KEVIN SIMPSON. SURE. THERE'S THE INTRODUCTION WE JUST SHOWED YOU THE OTHER MAJOR AVERAGES, WHICH HAVE ALL GONE DECIDEDLY RED, ESPECIALLY THE NASDAQ.LET'S SHOW THAT BECAUSE THAT'S WHERE THE PAIN REALLY IS. THAT HEADLINE THAT ORACLE IS DELAYING SOME OF ITS DATA CENTERS FOR OPEN AI TO 2028 FROM 2027. THE DELAYS ARE SAID TO BE WEISS, ...

Oracle Delays Some Data Center Projects for OpenAI to 2028. Listen for more on Bloomberg Intelligence. https://t.co/hZE4DGpn3i ...

The final session of the week saw red dominate Wall Street screens, as stocks slid broadly following a renewed tech-led sell-off. • Rivian Automotive stock is approaching key resistance levels. What’s behind RIVN new highs?Shares of Broadcom Inc. (NASDAQ:AVGO) , one of the market's most closely watched artificial intelligence plays, plunged more than 11% despite topping Wall Street's quarterly expectations.Pressure on the AI theme carried over from Thursday, when Oracle Corp. (NYSE:ORCL) shares sank 11% aft ...

Joining us this morning to discuss is Gil Lauria of DA Davidson. Gil, thanks for joining us on the fly. Still looking for some reputation of the report out of Bloomberg, but I wonder if you think one's coming.It's very possible. I mean, if we're to connect the dots here, uh, let's not forget Cororeweave told us their data centers were delayed. They blamed it on weather and core scientific.But what's likely if you connect that to these reports, we're going to start wondering whether OpenAI has the capital to ...

Group 1 - The discussion highlights concerns regarding the capital availability for companies like OpenAI and Coreweave to support their compute capacity needs [2][5] - Oracle is nearing its borrowing limit and is at the lower end of investment grade, which restricts its ability to raise capital [4][5] - Major players in the industry, such as Microsoft, Amazon, and Google, possess the necessary cash flow to build out data centers essential for AI delivery, contrasting with the challenges faced by smaller companies [6] Group 2 - There are delays reported by Coreweave in their data center operations, attributed to weather and issues with Core Scientific [1] - The credit markets are becoming increasingly relevant as companies like OpenAI and Coreweave struggle to secure funding [3] - The ability of Oracle to return to the market for capital in 2026 will be a critical factor for its financial health [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The artificial intelligence cloud solutions provider continued to fall following Broadcom's earnings report last night.Shares of cloud giant Oracle (ORCL 5.38%) traded over 5% lower, as of 12:04 p.m. ET today. The company continued to slide, as more concerns over artificial intelligence emerged following the release of Broadcom's earnings report last night.From AI star to AI concernWith Oracle's stock now trailing the broader market, it's easy to forget that just a few months ago, Oracle reported one of the ...

Hey Carl, this is in regards to OpenAI's $300 billion deal with Oracle. Uh reportedly Oracle now some of the data centers for OpenAI will be delayed to 2028 from 2027. Now that's according to Bloomberg attributing the delays to labor and material shortages.Separately, there is a new 10Q that was filed from Oracle that actually shows more data center leases from the company. A credit investor I spoke to tells me that this number increases the likelihood of Oracle going to the debt market sooner than expected ...

Group 1 - OpenAI's $300 billion deal with Oracle is facing delays, with some data centers now expected to be operational by 2028 instead of 2027 due to labor and material shortages [1] - Oracle's recent 10Q filing indicates an increase in data center leases, suggesting a higher likelihood of Oracle entering the debt market sooner than previously anticipated, potentially as early as next year [2] - Oracle's shares have declined by 5% after a 10% drop the previous day, with a noted correlation between the stock price and the rising credit default swap rates [3]

当地时间12月11日，美国数据库软件供应商甲骨文股价大跌超10%。导火索是公司此前发布的最新财 报，加剧了市场对于AI投资可持续性的担忧。 由于在AI领域投资巨大，甲骨文近几个月成为资本市场焦点。随着公司大规模举债投资AI，市场越来 越担忧其"花钱速度远超变现速度"。摩根士丹利预测，甲骨文调整后净债务规模将在2028财年前膨胀三 倍。 对此，公司管理层努力安抚投资者，称相关投入将在较短时间内转化为营收，外界对于公司债务的忧虑 也被夸大。不过，从公司股价表现看，投资者的担忧显然远未消除。 来源/经济日报微信 本文源自：经济日报 甲骨文公布的最新财报显示：其季度资本支出达120亿美元，比市场预期高44%。但是整体收入、经营 利润以及与AI相关的云基础设施收入均低于预期。此外，公司将2026年资本支出指引大幅上调150亿美 元。这让投资者更加担忧其在AI上的巨额投入能否及时有效转化为收入。 ...