Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

Is the AI bubble forming? Here's what Wall Street and CEOs are saying now.

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 and CoreWeave are among the riskiest bets in the AI sector.

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 ...

Critics of the AI infrastructure spending boom say demand for the tech is inflated; advocates for the buildout, however, have ...

Oracle's valuation faces significant concentrated risk to OpenAI, which needs to deliver on its revenue projection to meet its $300 billion commitment. OpenAI will face competition from big tech with ...