Oracle
OrganizationOn 3 shows in Business & Startups this week · 3.0× usual · most on Prof G Markets
Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Founded in 1977, it develops and sells database software, cloud infrastructure and applications, enterprise software, engineered systems, and related technology services, with major investment in cloud and AI computing infrastructure.
Rank this week
Share of the conversation
0.3‰ of what listeners heard
Reach this week
Tone this week
- Neutral 3
Share of the conversation
Mentions of Oracle per 1,000 mentions of anything, 7-day rolling, business & startups.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Aug 4 | 3.52‰ | 2 |
| Aug 10 | 1.38‰ | 1 |
| Sep 15 | 0.21‰ | 1 |
| Sep 16 | 0.40‰ | 1 |
| Sep 17 | 0.76‰ | 2 |
| Sep 18 | 0.94‰ | 1 |
| Sep 22 | 0.85‰ | 1 |
| Sep 24 | 0.52‰ | 1 |
| Sep 25 | 0.69‰ | 2 |
| Sep 28 | 1.01‰ | 2 |
| Oct 1 | 0.88‰ | 1 |
| Oct 2 | 0.72‰ | 1 |
| Oct 5 | 0.55‰ | 1 |
| Oct 6 | 0.77‰ | 1 |
| Oct 7 | 0.93‰ | 1 |
Why is it trending?· Last 30 days
Oracle’s data-center commitments fuel AI infrastructure and financial-risk debate
Prof G Markets focused on Oracle’s New Mexico data center, reporting a force majeure notice, a 5% stock drop, and Steve Eisman’s view that Oracle is protecting its BBB- credit rating.[1][2]
Morning Brew Daily said permitting delayed the pipeline serving Project Jupiter, pushing construction to February 2027 and putting its planned 2028 opening at risk.[3]
The Indicator from Planet Money grouped Oracle with hyperscalers borrowing to fund massive data-center infrastructure, while Marketplace noted Oracle had spent heavily on share repurchases before AI spending increased.[4][5]
Other shows mentioned Oracle as an example of durable systems-of-record businesses, a former employer of an entrepreneur, a competitor in website building, or part of Larry Ellison’s family and media-financing story.[6][7][8]
Sources · 8 moments
- 1.Prof G Markets · Investors Are Turning Against Data Centers (Here's Why)Ed Elson · Sep 28 · Listen at 6:31 ↗
“The data center buildout is starting to make Wall Street anxious. Last week, Oracle sent a force majeure notice to the developer of its data center project. The company wants the option to delay payments if the data center is not operationa”
- 2.Prof G Markets · Steve Eisman: One Company Could Break The AI BoomEd Elson · Oct 2 · Listen at 25:58 ↗
“There was some other data center news that was quite interesting to us. One of them was the fact that Oracle sent this force majeure notice to Blue Owl that was building their data center campus in New Mexico. Project Jupiter, I believe, wa”
- 3.Morning Brew Daily · US and Tech Powerplayers Welcome China & Home Depot’s Impressive 45-Year ROITobi Lütke · Sep 25 · Listen at 8:16 ↗
“the New Mexico desert has hit a problem even AI can't solve. Permitting. Project Jupiter, as the data center is named, is a key part of Stargate, the $500 billion AI infrastructure build -out announced by President Trump in January of last”
- 4.The Indicator from Planet Money · How the bond market is handling AI risksRicky Mulvey · Sep 16 · Listen at 2:41 ↗
“These companies, along with Oracle, are considered the main hyperscalers. This is a term we didn't really use that much until a few years ago, and now it's getting thrown around all the time.”
Written by AI from the cited moments; every quote is checked against the transcript.
Discussed alongside
Names that come up in the same conversations as Oracle.
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