Company
Oracle
- Episodes
- 32
- Share
- 3.0%
- Shows
- 27
- Net sentiment
- −0.71
Bullish 2Mixed 5Neutral 1Bearish 24
The episodes that named it
Why each one was bullish, bearish or in between on Oracle. Longest episodes first.
Bullish 2
- Incumbent HR vendors are expected to remain strong and offer their own agents.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- Pitching cloud and AI solutions to utilities and demonstrating compute load flexibility.EEI 2026 Highlights: Delivering Value for Customers and Grid Planning · Electric Perspectives · Sep 24
Bearish 24
- Heavy data center debt, force majeure claim on a Stargate site, and rising credit default swap spreads.Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios · RiskReversal Pod · Sep 25
- Heavy debt trading at junk-like yields raises default concerns tied to AI data center spending.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- Its bonds trade weak and it declared force majeure, raising AI financing stress concerns.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
- Force majeure claim on a New Mexico Stargate data center, shakiest of the AI buildout players.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- Hosts see its data center commitments and stock as overextended, with state pushback adding risk.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Declared force majeure on its flagship OpenAI data center due to grid and transformer delays.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
Show 18 moreShow fewer
- Invoked force majeure on Project Jupiter due to grid and transformer constraints.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Lumped with AI risk, with credit default swaps trading cheaply alongside chips and other AI names.Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy · Monetary Matters with Jack Farley · Sep 24
- PeopleSoft and E-Business products keep getting compromised by attackers.Risky Business #854 -- We're Jevpilled · Risky Business · Sep 23
- Guest would be deeply worried, citing falling returns on capex and BBB- credit rating.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
- Heavy financing build-out is hurt by high interest rates.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Shares fell after a force majeure notice tied to its New Mexico data center project.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Sent force majeure notice on New Mexico data center, raising delay concerns.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Force majeure notice on New Mexico Stargate site raised payment delay and project timing concerns.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Shares fell on reports it sought payment protection over a delayed New Mexico data center project.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Shares fell sharply after force majeure notice tied to New Mexico data center delays.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Mentioned as possibly part of the risky neocloud-like group of borrowers.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
- Shares fell on force majeure notice for New Mexico data center and balance sheet concerns.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Credit downgrade to BBB-, weak cash flow and nervous force majeure notice to Blue Owl.The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · The Real Eisman Playbook · Sep 25
- Shares fell on data center power risk and pay obligations on a large New Mexico facility.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
- Declared force majeure on OpenAI's Project Jupiter due to grid and transformer constraints.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Warned of possible delays to Project Jupiter, raising risk on AI infrastructure payment obligations.Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More… · Digital Finance Analytics (DFA) Blog · Sep 26
- Large debt and contractual obligations, delayed data center project and negative cash flow weigh on outlook.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
- Force majeure notice and reported cracks in its New Mexico AI campus build-out pressured shares.Daily Digest Sep 27: Democrats Favor a Military Coup, 43% of Americans View Socialism Positively, and AI Agents go Rogue · Peak Prosperity · Sep 27
Mixed 5
- Force majeure headline hit shares, but the project appears on track and shares rebounded.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Declared force majeure on a New Mexico data center, raising execution risk on expected revenue doubling.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Cloud revenue and large backlog are strong, but repeated layoffs and backlog quality raise doubts.AI News for Mid-September 2026 · The Enterprise AI Show · Sep 21
- Partners with OpenAI as a hyperscaler facing heavy AI infrastructure spending.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Backs a large New Mexico data center whose leveraged loan has fallen in value.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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