Alphabet Inc. & Oracle Corporation
81 shared events · Importance 15 · Last updated Aug 25, 2026
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Regulatory
Alphabet Inc.: Designated as a critical third party; its cloud unit Alphabet Inc. Cloud EMEA Ltd is subject to UK regulatory oversight. Alphabet Inc. Cloud welcomed the framework as enhancing resilience and trust.
Oracle Corporation: Designated as a critical third party; Oracle Corporation UK Ltd is subject to oversight. Oracle expressed support for enhancing operational resilience of the UK financial sector.
Apr 20, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet's Google is another major tech company reliant on AI revenue from OpenAI and Anthropic. The warning underscores the risk to its cloud and AI businesses from competitive pressures.
Oracle Corporation: Oracle is among the tech giants whose AI-related revenue is significantly tied to OpenAI and Anthropic. Eisman's warning points to potential revenue concentration risk and vulnerability to price competition.
Aug 13, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned by Sridhar Vembu as having a price-to-sales ratio of 11x, which he uses to illustrate the high valuations in the current tech market.
Oracle Corporation: Oracle Corporation is the company founded by Sridhar Vembu, who is the primary source of the market bubble warning. The company's founder's views reflect a significant perspective on current market valuations.
May 31, 2026 · 10 articles
Business
Alphabet Inc.: Identified as offering the most compelling asymmetry; positive mention may support its valuation narrative.
Oracle Corporation: Included in the framework; part of the AI equity universe.
Aug 23, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's Google, a large data center operator, will be affected by higher AI server prices, increasing its infrastructure costs.
Oracle Corporation: Oracle, a major cloud provider, faces higher costs for AI servers, which could pressure its margins and capital expenditure plans.
Aug 22, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet is one of the hyperscalers expected to spend heavily on AI infrastructure, driving demand for Cummins' generators. This spending supports its AI ambitions but also increases capital expenditures.
Oracle Corporation: Oracle is a hyperscaler with aggressive AI infrastructure spending, contributing to the demand for power generation equipment. This benefits Cummins as a key supplier.
Aug 21, 2026 · 6 articles
International
Alphabet Inc.: Alphabet Inc.'s Gemini AI model is also used by scammers, raising questions about the company's efforts to prevent abuse. Alphabet Inc. states it has robust programs to disrupt scammers.
Oracle Corporation: Oracle Corporation is identified as a US-registered company carrying traffic from scam compounds and is working with law enforcement on the shared material.
Jun 30, 2026 · 9 articles
Business
Alphabet Inc.: Alphabet is the issuer of the bond offering, seeking up to $25 billion to fund AI spending. The company faces negative free cash flow and rising capital expenditures, which have pressured its stock.
Oracle Corporation: Oracle is mentioned as one of the hyperscalers that have issued bonds in 2026, highlighting the widespread reliance on debt for AI spending.
Aug 06, 2026 · 7 articles
Tech
Alphabet Inc.: Alphabet Inc. has adopted the open SKILL.md format, which Oracle Corporation is using for its AI skills, aligning with industry standards for AI development.
Oracle Corporation: Oracle Corporation launched its first set of AI skills, enhancing its offerings and embedding its decision-grade intelligence into AI platforms, which is expected to positively impact its market position and revenue.
Jun 17, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a company with which Meta Platforms has computing deals, indicating Meta's strategy of both building and acquiring AI infrastructure.
Oracle Corporation: Oracle Corporation is mentioned as a company with which Meta Platforms has computing deals, highlighting Meta's strategy of both building and acquiring AI infrastructure.
Apr 20, 2026 · 42 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to commit 2.7 GW of power capacity for a major AI-related data center project in the U.S., highlighting the significant energy needs of AI infrastructure.
Oracle Corporation: Oracle is one of the tech firms expanding hyperscale data centers, driving the increased demand for electricity to support AI workloads.
May 29, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet, through Alphabet Inc., is a major competitor in India's cloud and AI market, investing heavily in data centers but facing environmental opposition.
Oracle Corporation: Oracle plans to establish its own data center capacity in India — Hyderabad, adding to the competitive landscape of cloud infrastructure in India.
Aug 06, 2026 · 28 articles
Business
Alphabet Inc.: Alphabet Inc. is the target of the petition, facing employee demands for layoff protections amid AI-driven restructuring. The company's strong financial position contrasts with workforce reductions, potentially affecting employee morale and public perception.
Oracle Corporation: Oracle laid off about 21,000 employees over the past year, citing AI adoption as a potential factor.
Jul 16, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc.'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Oracle Corporation: Oracle Corporation uses Bloom Energy fuel cells for data centers, benefiting from the AI infrastructure boom.
Aug 05, 2026 · 65 articles
Regulatory
Alphabet Inc.: Alphabet Inc.'s $40 billion investment in United States — Texas data centers is now under scrutiny as the state tightens regulations. The company may face delays or increased costs.
Oracle Corporation: Oracle's data center campus in United States — Michigan faces opposition, but the project is moving ahead. Regulatory changes could impact its timeline.
Jun 30, 2026 · 151 articles
International
Alphabet Inc.: Alphabet declined almost 2%, contributing to the drop in communication services stocks.
Oracle Corporation: Oracle Corporation shares plunged 12.5% after projecting capital spending plans for fiscal 2027 above Wall Street estimates.
Apr 20, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc.'s Google has deals with Crusoe Energy Systems, though it also raised concerns about costs and timetables at a Wyoming data center project, leading to Crusoe Energy Systems's departure from that specific project.
Oracle Corporation: Oracle Corporation is a customer of Crusoe Energy Systems, utilizing its AI computing power.
Apr 20, 2026 · 6 articles
Regulatory
Alphabet Inc.: Alphabet Inc.'s UAE operations benefit from the regulatory change.
Oracle Corporation: Oracle's UAE operations benefit from the regulatory change.
Apr 20, 2026 · 13 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.
Apr 20, 2026 · 344 articles
Business
Alphabet Inc.: As a major hyperscaler, Alphabet's capital expenditures on AI infrastructure are a key demand driver for Nvidia's products. Its continued investment supports Nvidia's growth prospects.
Oracle Corporation: Oracle's AI infrastructure expansion and cloud business contribute to Nvidia's demand, as it is a key customer for GPUs.
Jul 22, 2026 · 29 articles
Business
Alphabet Inc.: Alphabet's stock fell, and the company is set to replace Verizon in the Dow, increasing its visibility in major indices.
Oracle Corporation: Oracle Corporation slumped, contributing to the overall decline in the technology sector.
Jun 16, 2026 · 56 articles
Business
Alphabet Inc.: Alphabet Inc. shares slipped, also contributing to the tech sector's mixed performance.
Oracle Corporation: Oracle Corporation slumped, adding to the losses in the tech sector on Wednesday.
Jun 24, 2026 · 57 articles
Domestic
Alphabet Inc.: Committed to the pledge but faces criticism for opposing state-level consumer protection laws.
Oracle Corporation: Committed to the pledge but faces criticism for opposing state-level consumer protection laws.
Jul 13, 2026 · 45 articles
Business
Alphabet Inc.: Alphabet Inc. has announced data centers in Machilipatnam, India, a landing station for the I-2SEA cable, indicating broader tech investment in the region.
Oracle Corporation: Oracle Corporation has been appointed as the system supplier for the I-2SEA cable, indicating a significant contract for its submarine cable technology and expertise.
Jul 02, 2026 · 17 articles
Business
Alphabet Inc.: Peer whose negative free cash flow and AI spending were contrasted with Amazon's success, highlighting market differentiation.
Oracle Corporation: Cloud competitor whose stock rose 5% on the day, benefiting from the positive AI sentiment.
Jul 30, 2026 · 48 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.
May 20, 2026 · 72 articles
Domestic
Alphabet Inc.: Potential investor in AI infrastructure; benefits from secure supply chains.
Oracle Corporation: Potential investor in AI infrastructure; benefits from secure supply chains.
Jul 31, 2026 · 6 articles
Accidents
Alphabet Inc.: Alphabet Inc.'s Threat Intelligence Group (GTIG) attributed the campaign to UNC6240 (ShinyHunters), contributing to the understanding of the attack.
Oracle Corporation: Oracle Corporation's Oracle Corporation — PeopleSoft software contained a critical zero-day vulnerability (CVE-2026-35273) that was exploited by threat actors, leading to data breaches at hundreds of organizations, including Nissan. This reflects negatively on Oracle Corporation's software security and its ability to protect customer data.
Jun 30, 2026 · 6 articles
Business
Alphabet Inc.: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Oracle Corporation: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Jul 28, 2026 · 59 articles
Business
Alphabet Inc.: Alphabet Inc. is also constructing its own power generation facilities, part of the industry trend.
Oracle Corporation: Oracle is mentioned as another hyperscaler pursuing such projects.
Aug 07, 2026 · 20 articles
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