Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

Oracle and CoreWeave are among the riskiest bets in the AI sector.

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...

Is the AI bubble forming? Here's what Wall Street and CEOs are saying now.

The reasons for the decline include cautious Q2 earnings, diminished enthusiasm in AI, reductions in analyst price targets, ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Down by over 10% year-to-date and over $100 billion in debt, Oracle faces rising pressure. We discuss what it means for ...

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

Critics of the AI infrastructure spending boom say demand for the tech is inflated; advocates for the buildout, however, have ...

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...

Monday - Friday, 08:00 - 11:00 CET | 14:00 - 17:00 HK/SG Oracle revived concerns over tech valuations after posting weaker-than-expected revenue for the second quarter and revealing a surge in data ...