Brent Thill, Jefferies, joins 'The Exchange' to discuss the analyst's thoughts on Oracle, the software sector and more.

"The selloff in the shares has brought investor expectations to levels that better reflect the uncertainty and risks of Oracle's transition to a capital-intensive business," Oppenheimer analysts led ...

Investors continue to fret whether the company has bitten off more than it can chew with its AI-spending commitments.

The spike in Oracle's credit default swap (CDS) pricing (the price to protect against a bond default) shocked the market in November, and unfortunately, it has stayed at elevated levels ever since.

Oracle plans to raise up to another $25 billion this year but said the sales would be either equity or equity-linked issuances Oracle Corp.'s new monster $25 billion debt financing underscores the ...

In mid-January 2026, Oracle had massive unrealized potential on the table due to the recent acquisition of TikTok holdings. Once merely the landlord of this property, it's now also going to be able to ...

Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. The cloud company later said that the project remains "on schedule" but that Blue Owl was out of ...