Global markets failed to retain the momentum sparked by an interest rate cut from the Federal Reserve on Wednesday after fears of an AI bubble resurfaced. Disappointing results from cloud computing ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

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 ...

Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market ...

Oracle is in the midst of a major expansion of its data center footprint to support contracted AI workloads. Its aggressive ...

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 ...

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

Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Thomas Bravo co-founder Orlando Bravo said the current bubble in AI company valuations ...

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 ...

What are bankers and analysts saying about concerns that an AI bubble could negatively impact credit markets? Read more here.