Mention Trend — Last 20 Issues

Live Stories (29)

FT: Tencent Leases 100,000 Advanced AI Chips From Oracle in $7B Five-Year Southeast Asia Deal

ft.com · 2026-09-30 · Score: 23

CNBC: 10-Year Treasury Near 5.17% Threatens Debt-Heavy AI Data Center Buildout

cnbc.com · 2026-09-27 · Score: 22

Oracle Invokes Force Majeure on $18B Blue Owl-Financed Project Jupiter Data Center in New Mexico

bloomberg.com · 2026-09-24 · Score: 23

$18B of Debt Tied to Oracle's Doña Ana New Mexico OpenAI Data Center Trades at 89-91 Cents

ft.com · 2026-09-18 · Score: 23

Oracle Q1 Cloud Infrastructure Revenue Jumps 121% to $7.4B, Books $30B in New AI Cloud Contracts

stocktitan.net · 2026-09-10 · Score: 27

ALERT Nvidia Notifies Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems

fortune.com · 2026-08-22 · Score: 34

Nvidia to Invest Up to $3B in Lancium, Taking ~20% Stake in Stargate Power Developer at $10B EV

theinformation.com · 2026-08-07 · Score: 23

NYT Magazine Casts Larry Ellison as the Would-Be Face of the AI Bubble as Oracle Slides 50%

nytimes.com · 2026-07-31 · Score: 18

FT: CDS on Oracle, SpaceX, Alphabet and Nvidia Hit Record Highs as AI-Debt Anxiety Broadens

ft.com · 2026-07-28 · Score: 21

FT: US Tech Firms Have Cut ~140K Jobs YTD, Over a Third of All 2026 US Layoffs, With ~50K From Amazon, Oracle, Meta and Microsoft

ft.com · 2026-07-24 · Score: 23

Pentagon Awards Oracle Nearly $7B, Up to 10-Year Deal to Consolidate On-Premises Software Licenses

cnbc.com · 2026-07-23 · Score: 23

ALERT Study: Hidden Debt at Five US Tech Giants Grew ~8x to $1.65T Since 2022, Now Eclipses On-Balance-Sheet AI Borrowing

asia.nikkei.com · 2026-07-21 · Score: 32

Oracle Project Jupiter Data Center Pivots From Gas Turbines to Fuel Cells, Adding Billions in Costs

theinformation.com · 2026-07-18 · Score: 22

FT: Oracle Leads Race to Sell 'Air-Gapped' Cloud Services to Japan That US Says Are Key to Secure Intelligence Sharing Between Tokyo and Its Allies

ft.com · 2026-07-14 · Score: 22

Bloomberg: Alphabet, Amazon, Meta, Microsoft and Oracle Have Collectively Added ~$350B of Debt in Five Years to Fund US Data Center Buildout — AI Capex Now Outpacing Operating Cash Flow at Multiple Hyperscalers

bloomberg.com · 2026-07-10 · Score: 23

UK Designates Microsoft, Google, AWS and Oracle as Critical Third-Party Financial Suppliers From July 13 — Places Hyperscalers Under Direct Bank of England, PRA and FCA Oversight

reuters.com · 2026-07-10 · Score: 23

Register: BIS and Oracle Sound the AI-Bubble Alarm — Central Banks' Central Bank Warns AI Capex Echoes Every Prior Mania as Oracle SEC Filing Details OpenAI Payment Risk

theregister.com · 2026-07-06 · Score: 26

Oracle Stock Falls 19% for Its Worst Week Since 2001 as AI Debt Load and OpenAI Customer Concentration Alarm Investors

cnbc.com · 2026-06-26 · Score: 23

TechCrunch Running List: 150+ Layoff Events in 2026 Cite AI — GitLab, Oracle, Cloudflare, Block Among Employers Cutting Headcount While Revenue Grows

techcrunch.com · 2026-06-22 · Score: 20

ShinyHunters Claims 297GB Theft From Council of Europe via Oracle PeopleSoft Zero-Day — June 16 Leak Deadline Issued for 429,000 Documents Including Employee Medical and Banking Data

bleepingcomputer.com · 2026-06-15 · Score: 23

Oracle Stock Falls 10% After Q4 as Company Plans $40B More in Debt and Equity for FY2027 AI Build-Out

gizmodo.com · 2026-06-10 · Score: 21

ShinyHunters Claims Breach of Oracle PeopleSoft Servers at 100-Plus Organizations, Student and Health Records Taken

techcrunch.com · 2026-06-10 · Score: 25

OpenAI Models and Codex Now Accessible Through Oracle Cloud Universal Credits — Enterprise Customers Get API Access Without New Vendor Contract

openai.com · 2026-06-11 · Score: 16

CISA Adds Oracle WebLogic CVE-2024-21182 to Known Exploited Vulnerabilities After Active Exploitation — Federal Patch Deadline June 4, T3 and IIOP Protocols Enable Unauthenticated Network Compromise

thehackernews.com · 2026-06-02 · Score: 17

Tom's Hardware: AI Data Center Bans Rapidly Multiplying Across US — 69 Jurisdictions Block New Builds, Four Moves Permanent

tomshardware.com · 2026-05-08 · Score: 22

ALERT Pentagon signs classified AI deals with 7 companies, excluding Anthropic

Bloomberg · 2026-05-01 · Score: 30

ALERT Nasdaq sinks 1.3% as AI infrastructure stocks plunge on OpenAI revenue miss

CNBC · 2026-04-28 · Score: 28

Oracle's $16B Michigan data center financing closes, backed by Blackstone and PIMCO for OpenAI partnership

Bloomberg · 2026-04-25 · Score: 27

HN: Hyperscalers have already outspent most famous US megaprojects on AI infra

Hacker News · 2026-04-18 · Score: 19

Newsletter Issues (3)

#513 Treasury analysts called AI a systemic risk. Treasury disowned it.

2026-07-13 · 1 mentions

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 1 mentions

#458 Issue #458: From

2025-12-16 · 1 mentions