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Oracle's Credit Rating Is One Notch Above Junk. Your PMS Vendor Owes You a Conversation. Terrible's Reopened Primm Valley in 17 Days. That Speed Tells You Everything About the Bet. Barry Diller Wants MGM at $48.30 a Share. That's a 2.3% Premium. Read That Again. The World Cup Proved North American Travel Works. Now Watch Three Countries Fumble the Handoff. Diller's $48.30 Per Share Bid for MGM. The Board Already Knows It's Low. 84% of Hotels Are Invisible to AI Trip Planning. Most Don't Even Know It. Oracle Just Became the Spine of Loews Hotels. That Should Make Every Independent Nervous. Oracle's Credit Rating Is One Notch Above Junk. Your PMS Vendor Owes You a Conversation. Terrible's Reopened Primm Valley in 17 Days. That Speed Tells You Everything About the Bet. Barry Diller Wants MGM at $48.30 a Share. That's a 2.3% Premium. Read That Again. The World Cup Proved North American Travel Works. Now Watch Three Countries Fumble the Handoff. Diller's $48.30 Per Share Bid for MGM. The Board Already Knows It's Low. 84% of Hotels Are Invisible to AI Trip Planning. Most Don't Even Know It. Oracle Just Became the Spine of Loews Hotels. That Should Make Every Independent Nervous.

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Hotel technology vendor financial risk

1 story · First covered Jul 22, 2026 · Latest 2h ago

Hotel technology vendor financial risk Coverage

Oracle's Credit Rating Is One Notch Above Junk. Your PMS Vendor Owes You a Conversation.

Technology Primary

2h ago

Oracle's Credit Rating Is One Notch Above Junk. Your PMS Vendor Owes You a Conversation.

Oracle's debt just got downgraded to one step above speculative grade while the company burns through $55.7 billion in capital spending chasing AI data centers. If your hotel runs on OPERA Cloud, the question isn't whether Oracle survives... it's what happens to your product roadmap when the bill comes due.

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Rav Patel 3 min read · 2h ago