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31.03.26 - 20:06
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Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record (ZeroHedge)
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Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record
Two months ago, when ORCL announced it would raise $50 billion in a combination of stock and bonds to ease market fears about its soaring funding costs and lack of actual revenues and "to build additional capacity to meet the contracted demand from the company's largest cloud customers, including Advanced Micro Devices, Meta Platforms, Nvidia, OpenAI, TikTok and xAI" we said that this latest example of financial engineering, which perhaps most importantly was meant to push its soaring Credit Default Swap lower, was doomed to fail.
We didnt have long to wait: since the Feb 1 announcement, the stock has tumbled to fresh multi year lows...
... but the big risk is that despite the company's best equity-diluting intentions, ORCL 5 Year CDS just hit the widest on record, a level first (and only) seen during the global financial crisis.
This is a problem because despite Larry Ellison's best efforts to convince ...
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30.03.26 - 19:42
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Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads (24/7 Wall St.)
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Intel (NASDAQ:INTC) shares are sliding 5% in Monday trading, pulling back to the $41 area. Advanced Micro Devices (NASDAQ:AMD) is also in the red, falling 3% to $196 and change. The pullback carries a sharp irony. Both stocks surged last Wednesday, March 25, after reports emerged that Intel and AMD plan to raise CPU prices ... Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads
The post Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads appeared first on 24/7 Wall St.....
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30.03.26 - 15:42
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AMD vs Intel: Which Stock Will Lead in 2026? (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) closed 2025 with record revenue and accelerating AI momentum, while Intel (NASDAQ:INTC) delivered a more complicated picture: a modest revenue beat, a GAAP net loss, and a foundry business still hemorrhaging cash. Both are chasing AI dominance in 2026, but from very different starting positions. We compare the tech giants to ... AMD vs Intel: Which Stock Will Lead in 2026?
The post AMD vs Intel: Which Stock Will Lead in 2026? appeared first on 24/7 Wall St.....
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27.03.26 - 10:03
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Intel confirms CPU price rises amid supply constraints, raising global hardware costs (Digitimes)
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Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both Intel and AMD have notified clients of planned price increases in March and April 2026. The report notes that AI-driven global memory shortages are pushing hardware costs higher and extending delivery times, placing unprecedented margin pressure on channel partners....
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