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News 2026-09-07 15:50 UTC

Oracle AI debate shifts to OpenAI concentration risk

Analyst Paul Meeks said investor concerns around Oracle’s AI buildout are shifting from spending and cash flow to counterparty risk tied to OpenAI, which he said accounts for about 50% of remaining performance obligations.

News 2026-06-22 20:44 UTC

Private Equity Faces Zombie Fund Fears

Private market investors are bracing for a growing population of zombie funds as exits remain frozen and enthusiasm for private credit cools