Oracle and OpenAI have terminated their agreement to expand a flagship data center in Texas, with Meta reportedly in discussions to take over the computing capacity that OpenAI will no longer use.

Oracle's stock is being evaluated for its potential to become a leader in cloud growth, with analysts examining its market position.

Layoffs continue across various sectors, with Oracle planning thousands of job cuts and Morgan Stanley also trimming its workforce as part of ongoing restructuring efforts.

Oracle is reportedly planning to lay off thousands of employees as it incurs significant expenses related to its artificial intelligence data center expansion.

Bloomberg News reports that Oracle is planning to cut thousands of jobs as the company faces increasing data center costs.

Here are the biggest calls on Wall Street on Thursday.

Here are Wednesday's biggest calls on Wall Street.

Palm Beach, Florida. Yelena Rodriguez Mena/Getty Images Larry Ellison, Oracle's cofounder and former CEO, has an extensive real estate portfolio. His holdings include multiple homes in California, as well as 98% of the Hawaiian island of Lanai. Here are all the real estate holdings belonging to Ellison, the sixth-richest person in the world. Larry Ellison, one of the richest people in the world, is joining billionaires like Jeff Bezos in trading the West Coast for the East Coast. Oracle cof...

Oppenheimer analysts project that Oracle's stock could see a 25% increase from its current valuation.

Oracle Corporation (ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline  The Globe and Mail

Oracle Red Bull Racing's Dutch driver Max Verstappen claims he is definitely closer to the end of his Formula 1 career and reiterated that new rules do not slow down the moment he will leave…

Multiple financial institutions have updated their price targets and ratings for various companies, reflecting new outlooks on their performance and market conditions.

Advanced Micro Devices (AMD) and Oracle Corporation (ORCL) both experienced stock declines due to investor concerns regarding OpenAI's spending plans and broader overinvestment in AI infrastructure.

An article questions whether Oracle Corporation (ORCL) holds the top position among stocks in the technology sector.

Oracle's stock experienced a bump higher on Wednesday, prompting analysis into the reasons behind the increase.

Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now  The Globe and Mail

An Oppenheimer analyst has turned bullish on Oracle’s stock after a selloff that has wiped away more than half the company’s value since its September peak.

Wall Street analysts released their biggest research calls on Wednesday, covering companies such as Nvidia, Apple, Oracle, Live Nation, Cava, Netflix, and AMD.

Demolition work has commenced on Oracle Corp.'s Nashville headquarters campus, marking a significant development for the tech giant's presence in the city.

An analysis explores how volatility skew can be utilized as an indicator of 'smart money' activity in the stock market, referencing companies like Target, Apple, and Oracle.

An article provides an analysis of Oracle stock, offering insights and recommendations on whether investors should consider buying it at the current time.

Oracle's stock has experienced a significant 55% plunge, leading to analysis on whether investors should buy the dip or avoid the stock.

Angela Martini, former Miss Universe Albania, brought a mystical element to 'TMZ Brunch Bus' by reading oracle cards and energies.

Oracle Cloud Infrastructure is gaining traction after being selected by the Centers for Medicare & Medicaid Services (CMS).

DeFi lending platform Moonwell incurred $1.8 million in bad debt after an oracle error caused a significant price discrepancy for the USDC stablecoin.

Oracle's stock saw a significant 12% increase, contrasting with declines for Apple and Amazon during a volatile week for the tech sector.

Analysts on Wall Street have released their top calls for Friday, covering major companies such as Nvidia, Netflix, Oracle, Chipotle, CoreWeave, Costco, and Intel.

Oracle is reportedly planning significant job cuts, potentially affecting thousands of employees, as the company faces a cash crunch fueled by its massive AI data center expansion.

Larry Ellison's Oracle is reportedly slashing thousands of jobs, with reports citing an 'AI cash crunch' as the reason for the significant workforce reduction.

Oracle is reportedly planning thousands of job cuts as its data center costs continue to rise.

Oracle's shares increased by 2.07%, reflecting a mixed sentiment among options traders regarding the company's stock performance.

Oracle Corporation is reportedly expanding its partnerships and strengthening its presence in the enterprise cloud market.

TikTok users in the US faced significant glitches Tuesday, with the company blaming an Oracle data center issue. This marks the second Oracle-related outage impacting TikTok's US operations since a new joint venture was finalized. Creators experienced posting lags, and the app's reliability is questioned as it navigates a new ownership chapter.

Zelda fans have finally come to an agreement about remakes of the franchise's most criminally underrated entries, Oracle of Ages & Seasons.

Oracle's health unit is facing leadership departures as Larry Ellison's strategic bet in the sector appears to be struggling.

Trump's "oracle" on Iran: I don't want military force, but sometimes it's necessary - NAFTEMPORIKI

At 42, David Ellison, son of Oracle founder Larry Ellison, has significantly expanded his influence in Hollywood, outbidding Netflix for a major Burbank studio less than a year after acquiring Paramount.

An analysis identifies three significant red flags that investors should consider before making a decision to purchase Oracle stock.

Seven leading US tech companies, including Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI, are scheduled to meet at the White House on March 4 to sign a pledge committing to cover their own data center electricity costs.

Two sectional hopeful teams squared off at the Berry Bowl one week ahead of Hoosier Hysteria time. In a high scoring, highly entertaining game, Logansport overcame another slow start to come back and

An article compares Micron and Oracle, evaluating which AI-related stock presents a clearer buying opportunity for investors.

Oracle's stock has increased following an upgrade from Oppenheimer.

Analysts from Wall Street have released their top research calls for Wednesday, covering a range of companies including AbbVie, Angel Studios, First Solar, IBM, Kroger, Molson Coors, Oracle, and Workday.

Oracle Corporation (NYSE: ORCL) Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline  The Globe and Mail

Oracle's stock experienced a slump today, with reports indicating reasons for the decline.

An article discusses Warren Buffett's most recent stock investment and evaluates whether other investors should consider following his lead.

Analysts are evaluating whether Oracle stock is a good investment opportunity at its current valuation.

Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action lawsuit against Oracle Corporation, with a lead plaintiff deadline of April 6, 2026.

The ClearBridge Appreciation ESG Strategy acquired a new stake in Arista Networks and divested its position in Oracle during the fourth quarter.

Warren Buffett reportedly made his final investment, bringing his career full circle to where it began.

An analysis of Oracle's current stock performance and whether it presents a significant buying opportunity for investors.

An analysis explores whether Berkshire Hathaway is currently overvalued, presenting an inverse investment strategy for those betting against Warren Buffett's company.

Jefferies analysts suggest that Oracle's recent stock sell-off is overdone and anticipate the stock could double, advising investors to buy ahead of upcoming earnings.

Oracle is reportedly planning thousands of job cuts as it faces financial strain from a significant expansion into AI data centers, according to Bloomberg News.

President Trump met with top executives from major tech companies like Google, Oracle, Meta, and Microsoft to sign a covenant addressing the negative side effects of data centers, an initiative that is reportedly facing opposition from both Democrats and Republicans.

An article discusses Oracle's stock performance, noting a 24% dip in 2026, and advises on whether investors should buy the dip.

Analysts are divided on Oracle Corporation (ORCL) stock, with some issuing upgrades and others downgrades, leading to mixed sentiment.

Visualizing Data Center Power Surge Before White House Meets With Big Tech Ahead of tomorrow's White House meeting, where representatives from Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI are expected to pledge that their data-center buildouts will not drive higher power bills for households near those facilities, UBS analyst Arend Kapteyn has published a new note featuring a chart of the day that visualizes the rapid growth in data center power demand on the grid. A...

The rise of prediction markets like Kalshi and Polymarket is offering new tools for statisticians and social scientists to test theories and resolve questions, akin to new scientific instruments.

Kalshi and Polymarket are highlighted as economic oracles, suggesting their growing influence in predicting market trends and economic outcomes.

The Zacks Analyst Blog features insights and analysis on several prominent technology companies, including Micron Technology, Oracle, Meta, NVIDIA, and SoftBank.

OpenAI's ambitious $500 billion Stargate data centre project is facing significant setbacks, including stalled timelines and financing issues.

Asia-Pacific markets were poised to open higher on Thursday, tracking Wall Street gains as strong earnings from Nvidia and Oracle lifted investor sentiment.

An analysis compares Micron and Oracle, identifying one as a clear buy in the current AI stock market.

The companies attending the March 4 meeting include Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI, a White House official confirmed.

Oppenheimer sees shares of Oracle rallying 27% from here.

Warren Buffett dismisses current US stock market volatility as 'nothing' and offers insights on how to invest like him during uncertain times.

Oracle's stock experienced a decline today, with reports indicating the slump was linked to developments concerning Nvidia, though not in a directly obvious way.

Bloomberg/Getty Images Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania. One lender said the lack of interest was due to CoreWeave's creditworthiness. AI data center investments face financing challenges due to concerns about credit risk. Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. An executive who arranges debt for major data center deals told Business Insider that the lack of interest in the Lancaster project was due to growing caution among lenders and investors about taking on sizable exposures to AI players with less-than-sterling credit. CoreWeave has a below-investment-grade rating of B+, according to S&P Global Ratings. "We saw it. We passed," a senior executive at a large specialty lender told Business Insider. The financing executive and the lender did not want to be identified because they were speaking about an industry name they may seek to do business with. A spokesman for Blue Owl said that the company had "considered" third-party financing for the Lancaster project "as we would with any transaction as we explore alternatives before choosing the most attractive path forward." The spokesman added that the project, which he said is already under construction, "is fully funded, on time, and on budget." It is unclear whether Blue Owl has been funding construction entirely from its own capital. If Blue Owl is unable to raise debt for the Lancaster development, it could be on the hook for a potentially huge outlay of cash to pay for the data center's construction. The situation shows the complications and risks involved in financing the massive buildout of infrastructure for AI computing. Brennan Hawken, an equity analyst at BMO Capital Markets who covers Blue Owl, said that difficulties to raise debt for the Lancaster project would raise concern. "I'm not familiar with this deal, but if there is a struggle to find the debt financing, that's a bit of a red flag that I would want to drill into," Hawken said. Business Insider previously reported that major banks had recent difficulty selling off pieces of $38 billion of debt to finance the construction of two data center campuses that will be anchored by Oracle. Banks often sell pieces of such large commitments to other lenders to spread risk and also reap a quick profit. The slowdown in interest in participating in that financing was due to worries about Oracle's enormous AI spending and whether the tech company's credit rating could be impacted by those outlays. Oracle has since sought to calm the lending market, announcing that it would raise up to $50 billion of cash from stock and bond offerings in order to "maintain a solid investment-grade balance sheet." One of the boom's most creative financiers Last summer, CoreWeave announced it would lease 100 megawatts of initial capacity at the Lancaster data center and potentially expand its commitment to 300 megawatts. The company said it would pour up to $6 billion into the project to equip it with chips and other cloud infrastructure. A month later, in August, Chirisa Technology Parks announced it would partner with Blue Owl and Machine Investment Group to develop the project. The partnership said it would provide $4 billion of funding, an amount separate from CoreWeave's investment, to support the construction of the project's data center facilities. In the fall, Blue Owl began shopping the development to potential lenders, a person familiar with that effort said. Blue Owl has been one of the most creative financial architects of the data center building boom. Last year, it structured a deal to partner with Meta in the ownership of a large data center campus that Meta will build and operate in Louisiana. Blue Owl utilized Meta's strong credit to raise $27.3 billion of investment-grade corporate bonds against its share of the project's equity, proceeds that will be used to help pay for construction, according to S&P. Blue Owl could arrange a similar type of vehicle that could attempt to tap the credit of an investment-grade customer of CoreWeave's who might use the Lancaster facility or Nvidia, the chipmaker that has purchased large stakes in CoreWeave. It could also potentially raise cash for construction debt by tapping large institutional investor clients to pool together a loan, Hawken said. Much of the development of hyperscale data center campuses has sought to utilize the strong credit ratings and deep pockets of big-tech partners. Fluidstack, a peer of CoreWeave's, announced a deal last year to lease a 168-megawatt data center in Colorado City, Texas, which will be built by the crypto mining firm Cipher. Google, Fluidstack's tenant for the project, said it would guarantee about half of the $3 billion due under the 10-year lease. Fluidstack signed another similar-sized lease in December with the data center builder TeraWulf that will also provide "investment-grade credit support." Read the original article on Business Insider

Google executives meet with officials at a Google data center in Midlothian, Texas. Fortune via Reuters Connect Northern Virginia is home to the world's largest data center market. That could soon change, as Big Tech ramps up data center construction across the US. West Texas, Tennessee, Wisconsin, and Ohio are emerging as key markets. The old saying "Everything is bigger in Texas" now applies to data centers. The Lone Star State is on track to unseat Virginia as the world's largest data center market by 2030, new research from Jones Lang LaSalle shows. The shift indicates how drastically the data center development boom has reshaped the US's digital infrastructure map and the landscape as a whole. Amazon, Microsoft, Google, and Meta plan to spend more than $600 billion on AI infrastructure expansion in 2026 — a number so dizzyingly high that Wall Street is on high alert for signs of an AI bubble. More than half of all data center construction in the US now happens outside the industry's traditional hubs, according to JLL's North America Data Center Report — Year-End 2025. Tennessee, Ohio, Wisconsin, and Texas are now considered the top emerging markets for data centers. Texas alone has 6.5 gigawatts of data center capacity under construction. That amount of power is roughly equivalent to more than three Hoover Dams or over 17,000 Tesla Model 3s when using the US Department of Energy's standard, and it accounts for about one-fifth of the 35 gigawatts of data center capacity the US added to its pipeline. That 35 gigawatts is roughly equivalent to the annual electricity consumption of the UK or Italy, and adding it would nearly double the existing data center capacity in the US, according to JLL. Part of Texas's appeal is its sprawl. The state houses some of the most ambitious data center projects in the country. Oracle and OpenAI's flagship Stargate data center is in Abilene, Google is planning a $40 billion expansion in West Texas, and Meta is building a massive new site in El Paso, just to name a few. Texas also has abundant energy resources, which is good news for data center developers. The AI boom has driven electricity demand to new heights and strained the nation's power grid. In Texas, several data centers — including Stargate — are being built alongside on-site power plants. Northern Virginia has been the data center industry's central hub for more than 15 years, going back to the early days of cloud computing. That has changed rapidly as Big Tech spreads out across the country in search of available power, cheap land, and the best tax incentive packages for the coming wave of AI data centers. Have a tip? Contact this reporter via email at ethomas@businessinsider.com or on Signal at 929-524-6964. Read the original article on Business Insider

Oracle Corporation's stock declined due to investor concerns regarding the company's debt-fueled expansion into AI data centers.

Oracle Corp (ORCL) is experiencing increased market confidence and upside potential, driven by recent federal contract wins.