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.

(Bloomberg) -- For anyone concerned that artificial intelligence is fueling a bubble in technology stocks, Oracle Corp. has entered the conversation. Shares of the database software company have ...

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 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 ...