Oracle Corp

• Hedge funds made $24 billion shorting software stocks so far in 2026 — And they are increasing the bet - Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.
• AMD is down 9% after reporting earnings. Here's why - The chipmaker's stock has surged over the past year amid the AI boom
• AMD shares drop as forecast comes up short of some expectations - AMD's first-quarter forecast fell short of what some analysts were hoping for amid an AI spending boom.
• Oracle dips 3% after announcing $50 billion fundraising plans. Here's why - The tech giant has invested huge sums in the AI infrastructure buildout in recent times
• Larry Ellison's Sailboat Split With Wife Was 'Pivotal': Here Is What The Oracle Founder Says You Should Think About When People Call You 'Crazy' - Oracle Corp co-founder Larry Ellison once said a disagreement over buying a sailboat ended his marriage. From Medical School Dreams To Discontent In his 2016 commencement speech at the University of Southern California, Ellison reflected on
• Microsoft's plans for 15 more data centers win approval at former Wisconsin Foxconn site - Microsoft intends to expand in a place where it's been welcomed, months after backing down on a rezoning attempt in an adjacent village when residents objected.
• Netflix likely to adjust Warner Bros. Discovery offer to make it all-cash - Netflix is likely to amend its offer for Warner Bros. Discovery's streaming and studio business after reaching an earlier agreement in December.
• Data center REIT CEO says real estate ‘not in an oversupply state’ - Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects.
• Trump says Microsoft will make changes to ensure consumers don't pay for power used in AI buildout - President Trump said in a social media post that Microsoft will "make major changes beginning this week" to make sure Americans don't see rising energy costs.
• OpenAI and SoftBank announce $1 billion investment in SB Energy as part of massive AI buildout - OpenAI and SoftBank agreed to invest $1 billion into a SoftBank-backed energy provider as the companies prepare for a massive buildout of AI data centers.