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07.03.26 - 02:30
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Previewing The 2026 Q1 Earnings Season: A Closer Look (Zacks)
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The 2026 Q1 earnings season will take the spotlight when the big banks report their results in about four weeks, but we will already have seen fiscal February-quarter results from almost two dozen companies by then, including Oracle and Adobe....
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07.03.26 - 00:30
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Oracle, OpenAI End Plans to Expand Flagship Data Center (Bloomberg)
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Oracle and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs. The collapsed talks created an opening for Meta Platforms Inc. to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe, according to people familiar with the matter. Nvidia Corp., the leading AI chipmaker, helped facilitate Meta's discussions with the developer, said the people, who asked not to be identified because the talks are private. The shifting plans underscore the complexity of building out AI data centers, which are expected to cost in the tens of billions of dollars and require cooperation from a wide swath of partners. Bloomberg Tech Co-Host Ed Ludlow joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.03.26 - 23:51
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower (ZeroHedge)
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower
AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI have scrapped plans to expand the Stargate AI data center in Abilene, Texas, from about 1.2 GW to 2.0 GW. Sources said the expansion was canceled after talks stalled over financing issues and OpenAI's changing demand forecasts.
However, the collapse of the Oracle-OpenAI plans has opened the door for Meta, which is now in talks to lease the space instead. Nvidia is reportedly helping to broker that deal and has put down a $150 million deposit with developer Crusoe.
Progress at our datacenter in Abilene. Fun to visit yesterday! pic.twitter.com/W22ssjWstW
— Sam Altman (@sama) September 24, 2025
Oracle's broader 4.5 GW data center agreement with OpenAI remains intact, and other projects are still moving forward, according to the report.
The report erased all of Oracle's intraday gains within minute...
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06.03.26 - 22:48
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US Considers Permits for Global Nvidia, AMD AI Chip Sales | Bloomberg Tech 3/6/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)...
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06.03.26 - 21:42
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Jefferies analyst: Oracle down 50% but in ‘better spot’ with accelerating growth (24/7 Wall St.)
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Oracle (NYSE:ORCL) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn't running away from it. He just reiterated his Buy rating on the stock, and while he trimmed his price target, his core thesis is actually getting stronger. Here's the tension worth understanding: the stock is ... Jefferies analyst: Oracle down 50% but in 'better spot' with accelerating growth
The post Jefferies analyst: Oracle down 50% but in 'better spot' with accelerating growth appeared first on 24/7 Wall St.....
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06.03.26 - 19:54
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Oracle Aktie: OCI-Boom und starke Pipeline stützen die Story (Aktiencheck)
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New York (www.aktiencheck.de) - Oracle-Aktienanalyse von Jefferies & Co:
Brent Thill, Analyst von Jefferies & Co, stuft die Aktie von Oracle Corp. (ISIN: US68389X1054, WKN: 871460, Ticker-Symbol: ORC, NYSE-Symbol: ORCL) weiterhin zu kaufen und senkt das Kursziel von 400 auf 320 USD.
Jefferies sei der Ansicht, dass der Markt das Aufwärtspotenzial und die Wachstumstreiber von Oracle möglicherweise unterschätze. [mehr]...
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06.03.26 - 19:36
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Data Doesn′t Show AI Taking Jobs Just Yet (Bloomberg)
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Oracle is planning to cut thousands of jobs as it looks to manage a cash crunch driven by AI spending, according to sources. It's the latest major tech company to link layoffs to AI in some way. But Martha Gimble, executive director of the Yale Budget Lab, says data showing the tech is replacing human workers hasn't turned up yet. Gimble joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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