Latest Breaking News

"Well, that's nice for the Ellison Oracle Paramount Skydance CBS AI nexus"

Oracle at Center of Tech’s $500 Billion AI-Fueled Rent Spree


By Brody Ford and Rose Henderson
December 17, 2025 at 7:50 AM EST

(snip)

Oracle has committed the most money to data center leases, inking some $150 billion worth in just the three months ending in November, bringing its total commitments to $248 billion. The company is embarking on a historic build-out of data centers to power the training and deployment of OpenAI’s latest models.

(snip)

Oracle's fall from grace has made it the poster child for AI-bubble excess

By Joe Ciolli
Dec 18, 2025, 6:01 AM ET

September 10, 2025 was one of the feel-good days of the year in markets.

At the center of the party was Oracle, the legacy tech company who stormed the gates of the AI trade with a blockbuster forecast for its cloud-infrastructure business.

Investors were so fired up about Oracle's AI guidance that they sent shares soaring as much as 43% that day. The company was briefly more valuable than JPMorgan. Larry Ellison overtook Elon Musk as the world's richest person — for a couple of hours at least. The S&P 500 finished the day at a record high. The vibes were immaculate.

Now, in retrospect, the whole ordeal feels like the overreaction of the year.

Oracle's stock is down 46% since that blissful high, and now sits with a positive return of just 7% for the year, roughly half of the S&P 500.

(snip)