Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote ...

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its ...

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Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...

AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...

When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.

Oracle’s Q2 results reveal rising debt, heavy AI capex, and weakening fundamentals—signaling a potential cash crunch for the ...

Oracle has spent years piling up debt to fund share buybacks, which raises the risk level of adding even more debt to the ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...

Oracle co-CEOs Clay Magouyrk and Mike Sicilia weighed in on the cloud applications, infrastructure and multicloud businesses ...