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10.03.26 - 16:12
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AI’s Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well (24/7 Wall St.)
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Last November, Bank of America analysts issued a stark warning: hyperscaler borrowing for AI data centers was exploding. Meta Platforms (NASDAQ:META), Oracle (NASDAQ:ORCL), and others issued bonds and loans at double the pace of the prior decade. Companies that once self-funded massive expansions through overflowing cash reserves have now tapped those resources dry and must ... AI's Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well
The post AI's Coming Trillion-Dollar Hangover: Amazon Leads Hyperscalers Back to the Debt Well appeared first on 24/7 Wall St.....
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10.03.26 - 15:03
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After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks (ZeroHedge)
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After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks
Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly environment than left-leaning blue states.
In a proxy filing on Tuesday, Exxon Mobil asked shareholders to approve moving its legal domicile from New Jersey to Texas after more than a century in New Jersey.
The main reason executives want to move to the red state is its friendlier business climate, which offers more predictable decision-making and could also reduce exposure to frivolous lawsuits.
"The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers," Exxon wrote in the filing.
If approved at Exxon's May 27 shar...
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10.03.26 - 14:33
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Argano Broadens Oracle ERP Infrastructure and Support Services with Acquisition of Denovo Ventures (Business Wire)
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Tenth acquisition since launch of Argano's 2025-2026 strategic growth initiative advances expansion across Oracle ERP infrastructure and cloud operations
Transaction strengthens Argano's JD Edwards capabilities with expanded Oracle Cloud Infrastructure and long-term managed services expertisePLANO, Texas--(BUSINESS WIRE)--Argano, the world's first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of Denovo Ventures, LLC (“Denovo”), a digital transformation and managed services provider with a specialized focus on Oracle ERP infrastructure, cloud migration, and enterprise system support.
Denovo represents Argano's tenth transaction since the inception of the transformational growth program announced in April 2025, and the twenty-sixth since the company's founding in 2020. By bringing together highly specialized organizations, Argano continues...
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10.03.26 - 13:54
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CNBC’s Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems (24/7 Wall St.)
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“The chip cycle is moving so fast that even the biggest infrastructure deals can't keep up.” That line from CNBC's Deirdre Bosa captures the core tension now rattling AI infrastructure investors. OpenAI reportedly walked away from expanding its flagship Stargate data center in Abilene, Texas, because power won't be ready for at least a year, ... CNBC's Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems
The post CNBC's Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems appeared first on 24/7 Wall St.....
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10.03.26 - 11:48
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Jim Cramer: Oracle Is the King of Data Centers and Fastest Growing (24/7 Wall St.)
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Jim Cramer made a bold call on Mad Money: “Oracle has made itself the king of the data center. It's the fastest growing in the space.” That's a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly transformed from a legacy database company into one of the most ... Jim Cramer: Oracle Is the King of Data Centers and Fastest Growing
The post Jim Cramer: Oracle Is the King of Data Centers and Fastest Growing appeared first on 24/7 Wall St.....
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10.03.26 - 08:27
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Oracle Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat die Einstufung für Oracle mit einem Kursziel von 230 US-Dollar auf "Overweight" belassen. Ein Bericht über die Aufgabe von Expansionsplänen von Oracle und OpenAI für das gemeinsame ......
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09.03.26 - 23:54
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CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock (24/7 Wall St.)
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Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle's most recent earnings report, carries more weight than a typical market soundbite. The warning is specific: a company sitting on a massive AI deal backlog, ballooning debt, and negative free cash flow may be showing ... CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock
The post CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock appeared first on 24/7 Wall St.....
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