* Where is Alan Abelson's pal Abe Briloff when we need him? The Microsoft ( MSFT ) problem is OpenAI. The company disclosed OpenAI is about half of their remaining performance obligations. There is a reasonable and growi…
Read in context ›Oracle Stock (ORCL)
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30 mentionsThe Microsoft Problem Break in! Equities getting hit a bit on a data center delay. Blue Owl has been in discussions with lenders and Oracle ( ORCL ) about investing in a data center being built to serve OpenAI in Saline Township, Michigan. Apparently t…
Read in context ›Tech as in Dreck? * Disney does AI.... (It's got to be near the end!) Large-cap technology may have a long way down if they fall. Oracle's ( ORCL ) share price is now well below where it was prior to putting up their silly vaporware slide…
Read in context ›That's a Wrap Folks Equities had a better-than-decent session after a rocky start. Oracle ( ORCL ) had been hit hard overnight after reporting on Wednesday night and dragged U.S. equity indexes lower overnight. U.S. markets spent the rest o…
Read in context ›MARKET RECON Thursday MARKET RECON: Fed Gets Dovish, Oracle Gets Haircut, What Could Possibly Go Wrong? ( XLB ) ( XLI ) ( XLC ) ( XLU ) ( ORCL ) #MarketRecon $SPX $COMPQ $RUT . Click here for the link: Fed Gets Dovish, Oracle Gets Haircut, Wh…
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