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21.09.26 - 02:06
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels (ZeroHedge)
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Oracle Loans Backing Massive New Mexico Data Center Tumble To Stressed Levels
Overnight we explained why the AI supercycle now hinges on the ever faster issuance of more and more debt, so critically needed to fund trillions in capex in the coming years...
... and which according to Goldman will look something like this.
The problem is that as spreads keep blowing out as more investors do the ugly math (discussed extensively here), the pace of debt issuance is starting to slow as credit markets get cold feet.
The latest example comes courtesy of the same Oracle which we profiled as the "first AI domino to fall", back in November '25, and whose $18 billion in leveraged loans tied to a New Mexico data center leased to the company slid into stressed territory on Friday, highlighting investors' fear that increasing local backlash will derail the tech group's massive AI infrastructure build-out.
According to the FT, loans linked to the $165 billion “Project Jupiter” were quoted a...
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18.09.26 - 19:24
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Oracle Kaufen (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Die DZ Bank hat den fairen Wert für Oracle von 280 auf 225 US-Dollar gesenkt, aber die Einstufung auf "Kaufen" belassen. "Operativ läuft (nahezu) alles wie geschmiert, aber das MUSS es auch", schrieb Axel Herlinghaus am ......
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17.09.26 - 15:36
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Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS (Business Wire)
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Fourteenth acquisition since launch of Argano's 2025-2026 strategic growth initiative expands Oracle Cloud capabilities across the product and supply chain lifecyclePLANO, 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 GoSaaS, Inc. (“GoSaaS”), an Oracle-focused consulting firm. GoSaaS's expertise in the Digital Thread, with a focus on product lifecycle management (PLM), logistics (OTM/GTM/WMS), and broader supply chain management, as well as AI delivery and Agentic business enablement, will enhance Argano's Oracle offerings to clients.
GoSaaS represents Argano's fourteenth transaction since launching its transformational growth program announced in April 2025, and the thirtieth since the company's founding in 2020. The transaction expands Argano's capabilities across product and opera...
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