There's growing debate over a possible AI bubble.

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. ORCL's $300B OpenAI deal boosted obligations but raises concerns over thin margins, debt, and AI investment ...

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 ...

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 ...

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 ...

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 ...

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

Oracle circular financing loop, exposing the systemic risks and liquidity traps behind the stalled $100 billion deal ...

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 ...