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Oracle

In PWD coverage since September 21, 2026 · 16+ stories

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Sep 30, 26Deal announcedTencent — coverage

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PWD coverage

launches

ProShares files for an AI hyperscaler bond ETF

The proposed fund would track a VettaFi index that is nearly 75% AA-rated or higher, with almost half its holdings maturing in a decade or more.

Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms

digital · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports

digital · Oct 1Xantaro names Christian Werner CEO as Czermin moves to executive chairman

the_tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes

passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes

portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%

the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk

debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt

the_wrap · Sep 25Washington's grid money stops buying new corridors

digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books

capital · Sep 23Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline

sectors · Sep 22The $700 billion data center build-out is repricing every other construction project

energy · Sep 22Nuclear's scarce input is construction capacity; Kairos just bought some with equity

issuers · Sep 21Direxion's ORCU turns Oracle's growth-versus-severance churn into a daily trade

digital · Sep 21O-Green's 200MW target is demand for its own electrons