The reasons for concern are clear. Oracle told investors last week that it plans to spend around $50 billion during the ...

Meta has reportedly become a trendy CDS target, per FT, as the company has struggled to find its footing in the AI space ...

NEW YORK (AP) — Wall Street is drifting in mixed trading on Monday at the start of a week full of economic reports that could drive where interest rates, and thus stock prices, go.

Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...

There are growing concerns that a potential AI bubble has developed that is being sustained by massive future investment ...

The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates ...

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

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

On Friday, I wrote about how companies are scrambling to prevent employees from using confidential company information to bet ...

Live Updates Get The Best Arm Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on Arm, ...

Oracle (NYSE: ORCL) stock skyrocketed after the company delivered its fiscal 2026 first-quarter report in early September, ...

Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” ...