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UK Places Major Cloud Providers Under Financial Sector Oversight (MSFT)
InvestorsHub26d agoneutral
UK Places Major Cloud Providers Under Financial Sector Oversight (MSFT)

The UK government has formally classified major cloud computing providers, including Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOG), Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL), as critical third-party suppliers to the country’s financial services industry, subjecting them to direct regulatory supervision. The decision is intended to strengthen the resilience of banks, insurers and financial market infrastructure by reducing the risks associated with cyber incidents, operational failures and tech

UK to regulate cloud service providers Microsoft, Google and others to protect financial stability
Reuters26d agoneutral
UK to regulate cloud service providers Microsoft, Google and others to protect financial stability

LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as ‌critical third-party suppliers to its financial sector, bringing them ‌under direct regulatory oversight. The move is aimed at strengthening the resilience ​of financial firms by reducing the risk of widespread disruption from cyber attacks or technology outages.

Bloomberg26d agoneutral
Big Tech Doubles Debt Load to $350 Billion in AI Spending Spree

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

Oracle Gets Credit Rating Downgrade
The Wall Street Journal27d agobearish
Oracle Gets Credit Rating Downgrade

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.

Investing.com27d agobearish
Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Jim Cramer Explains How SpaceX is Changing the Economics of the xAI Business
Insider Monkey27d agoneutral
Jim Cramer Explains How SpaceX is Changing the Economics of the xAI Business

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

Oracle’s (ORCL) Has An Enormous Backlog Concentration Risk. Here’s How Healthcare AI Push Could Help Diversify Away
Insider Monkey27d agoneutral
Oracle’s (ORCL) Has An Enormous Backlog Concentration Risk. Here’s How Healthcare AI Push Could Help Diversify Away

Oracle Corporation (NYSE:ORCL) is one of the 10 Best Major Stocks to Buy According to Analysts. Oracle Corporation (NYSE:ORCL) serves multiple industries, and one example of this was seen on June 24 when it teamed up with Theator. This collaboration will allow the company to provide AI-powered surgical intelligence solutions to Oracle Health customers. The […]

Bloomberg27d agoneutral
Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software

(Bloomberg) -- Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Se

Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors
Barrons.com28d agoneutral
Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market
24/7 Wall St.28d agoneutral
Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

Oracle's $638 billion promise comes with one big catch
TheStreet28d agoneutral
Oracle's $638 billion promise comes with one big catch

Oracle (ORCL) just booked the strongest sales year in its history, yet investors sold it anyway. The stock trades near $143, down about 27% in 2026 and off more than 50% from its 52-week high near $346. That kind of drop usually follows a bad quarter, but Oracle’s was the opposite of bad. So the ...

Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant
24/7 Wall St.28d agoneutral
Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant

Oracle (NYSE:ORCL | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the story is falling apart. Shares closed at $143.76 on July 6, 2026, down 25.37% year to date, even after the company posted a $638 billion contracted revenue ... Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant

Oracle Corporation (ORCL): A Beaten Down Technology Stock to Buy on AI Buildout Opportunities
Insider Monkey28d agobullish
Oracle Corporation (ORCL): A Beaten Down Technology Stock to Buy on AI Buildout Opportunities

Oracle Corporation (NYSE:ORCL) is one of the best beaten-down technology stocks to buy now. On July 1, Blair added Oracle Corporation (NYSE:ORCL) to its analyst conviction list. According to the research firm, the company has emerged as a major beneficiary of the artificial intelligence buildout as hyperscale cloud commitments continue to drive strong revenue visibility. […]

FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water
24/7 Wall St.28d agoneutral
FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water

Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well off last week’s high. The pain is spreading. Bloom Energy (NYSE:BE) shares are off 8% to $247.53, while Plug Power (NASDAQ:PLUG) shares are ... FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water

The Contractual Backlog The Oracle Stock Bears Keep Missing
Trefis28d agobearish
The Contractual Backlog The Oracle Stock Bears Keep Missing

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.