Oracle Faces Financing Headwinds Amid Data Center Collapse
about 1 month ago
"Oracle shares slid around 6% after the Financial Times reported that talks with private capital group Blue Owl to finance a planned 10 billion dollar data center in Michigan collapsed collapsed. So Blue can't finance the data. Oracle has commitments to Open AI. Open AI may not pay. The market's getting queasy about this stuff."
The commentary focuses on Oracle's recent slide following a financing collapse for its planned data center, compounded by uncertainties regarding Open AI commitments. The market reaction suggests increasing investor caution.
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Episode Information
Episode:
AI Spending Shock, Alpha Picks ‘Winners Circle’ & REITs Paying You To Start 2026 💸🤖🏢
Source:
Daily Podcast Recordings
Published:
December 18, 2025
Idea Type:
Regulatory Insight