Company
Oracle
- Episodes
- 25
- Share
- 2.4%
- Shows
- 23
- Net sentiment
- −0.62
Down from 3.0% of episodes in the weeks before; net sentiment was −0.71.
Bullish 2Mixed 4Neutral 4Bearish 15
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Oracle. Longest episodes first.
Bullish 2
- Shares rose about 6% after the reporting, signaling investors are not fleeing AI names.The FTC Is Investigating OpenAI — Here’s Why · Prof G Markets · Oct 1
- Switched a 2.5 gigawatt New Mexico project to Bloom to address community concerns.The rush for clean, on-site power [partner content] · Catalyst with Shayle Kann · Sep 28
Bearish 15
- Close to downgrade risk and its bonds already trade like junk amid data-center debt.Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk · Monetary Matters with Jack Farley · Oct 1
- Force majeure on contracts is cited as a sign of cracks in AI debt financing.No Living Investor Has Seen A Time Like This Before | Lawrence Lepard · Thoughtful Money with Adam Taggart · Sep 29
- Highest credit default swap spreads among hyperscalers and exposed to delayed data center projects.The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis · The Canadian Investor · Oct 3
- Sent force majeure notice on a major data center project, sparking investor concern.Investors Are Turning Against Data Centers (Here's Why) · Prof G Markets · Sep 28
- Described as a basket case and a likely early casualty of an AI-driven credit squeeze.Episode with Snek on Bond & rest of finance market · China Tech Talk · Oct 3
- Described as tied to a large cloud backlog that rests on substantial underlying debt.Modern AI Merlins · Benny & The Squirrel · Oct 1
Show 9 moreShow fewer
- Declared force majeure on a data center due to power issues, cited as a warning sign.What Lurks Beneath the Surface? · Peak Prosperity · Oct 1
- Its CDS spreads are flashing red amid concerns about heavy AI capex and lease obligations.The oil and AI tug-of-war · Market Hang · Sep 30
- PeopleSoft zero-day exploited to breach the FBI, exposing hundreds of instances.Episode 273 - ShinyHunters Allegedly Hack the FBI, China's AI Copied the US's Homework, Waymo Snitches, OreoGate Was an Ad · PEBCAK Podcast: Information Security News by Some All Around Good People · Sep 28
- BBB-minus credit rating and a force majeure notice on a data center project raise downgrade risk.Steve Eisman: One Company Could Break The AI Boom · Prof G Markets · Oct 2
- Its data center projects are facing financing challenges and delays.Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing · The Information's TITV · Oct 2
- Its New Mexico AI data center was delayed by power shortages, prompting payment deferral requests.Strategy Sunday: XRP’s Next Move & the AI Supercycle: Power, Data, and Cybersecurity · Strategy Sunday w/Armando Pantoja · Sep 28
- Its 2036 bond implied yield of about 7.5% signals credit stress.Stress levels are rising if still not flashing red. · Saxo Market Call · Sep 29
- PeopleSoft vulnerability is being exploited by ShinyHunters across multiple organizations.FBI Formally Declares Cyber Security Incident as ShinyHunters Breach Exposes Agent SSNs, Microsoft Details JadePuffer AI-Driven Destruction of Azure Storage in 7 Minutes, Google Warns ShinyHunters Launching PeopleSoft Campaign · CyberHub Podcast · Sep 29
- Invoked force majeure on Project Jupiter, signaling schedule risk tied to a delayed gas pipeline permit.FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026 · The Data Center Daily · Oct 1
Mixed 4
- Ellison's AI bet and debt-funded buildout raise both upside and risk questions.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
- Force majeure notice on a New Mexico data center raises questions about AI buildout delays.4 Stocks to Buy Before They Rise Further · The Morning Filter · Sep 28
- Spending heavily on AI data centers, funded partly by borrowing, after past buybacks.Nvidia's record-breaking stock buyback · Marketplace · Sep 28
- Triggered force majeure on Project Jupiter over power delays, yet remains committed to the data center project.Signal over Noise: The real-world constraints to scaling AI · UBS On-Air: Market Moves · Sep 28
Neutral 4
- Legacy ERP system mentioned as a destination for procurement data.Why AI Agents Can Beat the Incumbents · The a16z Show · Oct 2
- Adds autoscaling for OpenShift and Exadata on AWS, presented as an interesting partnership.WNiCF - August 2026 - News · What's new in Cloud FinOps? · Sep 30
- Listed among 18 US tech companies Iran labeled as military targets.Why Your Cloud Region Is Now a Physical Attack Surface · Blue Security · Sep 29
- Heavy buybacks, now borrowing and selling stock to fund AI build-out.Nvidia's record-breaking stock buyback · Marketplace All-in-One · Sep 28
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial