In practical terms, markets are now priced in a very low probability of another Fed cut in January unless labor market conditions deteriorate materially. Sentiment around artificial intelligence ...
U.S. stocks pulled back Thursday after Oracle Corp. posted its steepest decline in nearly a year, reigniting concerns that heavy artificial intelligence spending is straining balance sheets faster ...
Oracle isn't the only company getting fresh scrutiny from investors for issuing a lot of debt as part of the artificial intelligence race. (Bloomberg Finance, Deutsche Bank Research) "Last night ...
Asian markets were mixed Thursday as earlier gains fuelled by the Federal Reserve's latest interest rate cut were offset by indications the central bank will hold off from further reductions at the ...
The Dow and S&P 500 finished at fresh records Thursday while a big drop in Oracle shares dragged the Nasdaq lower and revived worries over pricey artificial intelligence valuations. The records ...
Paul Trani of Adobe demonstrates Firefly custom models in October. The software maker is due to post earnings on Wednesday. (Mark Von Holden/AP) The Federal Reserve will unveil its last rate-setting ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
Much like that final drumstick you probably shouldn’t have eaten, equities spent last week digesting their gains. All three major indexes finished up between 0.3% and 0.9% on the heels of their best ...