Michael Burry has revealed a bearish stance on Oracle, targeting the company’s rapidly expanding debt load, which has ballooned to nearly $100 billion as it attempts a major business transformation.

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing. In hindsight, Oracle's stock probably ran up too far, too fast in a short ...

The market is worried that the company's huge AI spending won't lead to meaningful value creation. The situation came to a head when the company signed a $300 billion deal with ChatGPT creator OpenAI ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle is a managing investor of a new joint venture that will run TikTok’s U.S. operations. Investors should focus on Oracle’s cash flow and balance sheet. Its falling stock price in recent months ...