Oracle Corporation

Oracle Corporation· 1 source · 17hStory

Software Industry’s $100,000,000,000 Bill Comes Due As AI Spooks Investors

Fears that artificial intelligence could replace traditional software are showing up in the debt market.

News· 17h

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Oracle Corporation· Tech · 10 sources · 2dStory

FBI reportedly removes contractor over employee data breach

FBI removed an Accenture contractor Monday after a missed patch; exposed data reportedly included street addresses of human intelligence operatives and medical and psychiatric records.

Tech· 2d

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Oracle Corporation· Business · 17 sources · Oct 1, 2026Story

Tencent reportedly agrees to $7B Oracle lease for 100,000 AI chips

Tencent has reportedly agreed to a five-year, roughly $7 billion lease giving it access to about 100,000 advanced AI chips in Oracle data centers in Southeast Asia, with about 30% paid upfront. The deal would help Tencent train AI models and develop AI agents despite U.S. restrictions on chip sales to China, while underscoring Chinese companies’ growing reliance on overseas computing capacity.

Business· Oct 1, 2026

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Oracle Corporation· Tech · 7 sources · Sep 26, 2026Story

Mandiant Reports ShinyHunters Renews Global PeopleSoft Attacks

Mandiant said ShinyHunters resumed mass exploitation of an Oracle PeopleSoft flaw, hitting dozens of systems globally; an FBI data-access claim remains unverified.

Tech· Sep 26, 2026

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Oracle Corporation· Tech · 15 sources · Sep 29, 2026Story

Oracle shares jump after Fusion Claw AI runtime launch

Oracle unveiled Fusion Claw in Austin on Sept. 29-30, 2026, adding 25 agentic apps to reach 75; outlets put the share jump at 4.2%, 5%, or 8%.

Tech· Sep 29, 2026

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Oracle Corporation· Tech · 36 sources · Sep 24, 2026Story

Oracle Seeks Force Majeure Protection for $165B New Mexico Data Center

Oracle sent Blue Owl a force majeure notice on its $165B New Mexico Project Jupiter campus, seeking delayed payments if the 2028 opening slips.

Tech· Sep 24, 2026

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Oracle Corporation· Finance · 6 sources · Sep 18, 2026Story

Banks Mark Down Oracle’s $18B Data Center Loans Amid Stalled Sales

Banks are struggling to place about $18 billion of loans backing Oracle’s Project Jupiter data center in Doña Ana County, New Mexico, with the debt quoted at 89 to 91 cents on the dollar as investor concern grows over Oracle’s rising borrowing and weak credit metrics. Local opposition and regulatory hurdles, including a halted natural gas pipeline plan, compound financing challenges for the Oracle-OpenAI AI infrastructure project.

Finance· Sep 18, 2026

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Oracle Corporation· Business · 12 sources · Sep 17, 2026Story

Indexes Advance as AI Infrastructure Stocks Draw Retail Focus

Retail investors buzzed about tech and AI-related names such as Intel, Apple, Nvidia, Nebius Group, and Oracle, while major dividend announcements from PACCAR, Abbott, Texas Instruments, and Kroger highlighted a shift toward income-focused stability. The day-to-day market move featured AI-infrastructure rotations, post-earnings rallies in cloud/server names, and notable stock surges and catalysts in Aethlon Medical, Oklo, CID HoldCo, Xenon Pharmaceuticals, and Moderna-related themes.

Business· Sep 17, 2026

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Oracle Corporation· Tech · 9 sources · Sep 3, 2026Story

HPE's Juniper networking deal with Oracle includes possible equity stake

Analysts trimmed Oracle price targets ahead of fiscal Q1, but view a potential cloud and SaaS growth inflection as a catalyst to calm the bear case. Separately, Oracle expands its AI infrastructure push by deepening its collaboration with Hewlett Packard Enterprise and Juniper Networks to deploy multi-year, high-capacity networking across OCI data centers, with new support services and warrants issued to Oracle in the deal.

Tech· Sep 3, 2026

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Oracle Corporation

Oracle Corporation

Software Industry’s $100,000,000,000 Bill Comes Due As AI Spooks Investors

FBI reportedly removes contractor over employee data breach

Tencent reportedly agrees to $7B Oracle lease for 100,000 AI chips

Mandiant Reports ShinyHunters Renews Global PeopleSoft Attacks

Oracle shares jump after Fusion Claw AI runtime launch

Oracle Seeks Force Majeure Protection for $165B New Mexico Data Center

Banks Mark Down Oracle’s $18B Data Center Loans Amid Stalled Sales

Indexes Advance as AI Infrastructure Stocks Draw Retail Focus

HPE's Juniper networking deal with Oracle includes possible equity stake