An update on Oracle's data center plans was the latest development giving investors anxiety about the health of the AI trade ...

The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4.5% in the afternoon session after reports revealed that a ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the ...

Oracle stock tumbled as the Financial Times reported that private lender Blue Owl Capital will not back a $10 billion deal ...

Huge, unusual volume of out-of-the-money put options activity in Oracle stock may be a contrarian signal. Are investors ...

New rumors of stalled data-center funding have sent Oracle’s stock lower, but some experts argue the negative narrative has ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle spooks the stock market after key partner refuses to fund $10B Michigan data center project - SiliconANGLE ...

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

A bifurcation seems to be taking place in the AI sector. Chip stocks like Micron and Nvidia continue to post blistering ...