Artificial intelligence has been a significant driver of the stock market over the past three years.

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

Oracle is getting hammered over AI spending. It’s time for a second look. Oracle stock fell to its lowest levels since early ...

All the while, Oracle’s five-year credit-default swaps (CDS) —a key indicator of credit risk — have been surging. While ...

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 ...

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

One of the most significant needles hanging over the AI bubble is the financial performance of Oracle, a major American ...

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 ...

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 ...