Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus ...
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 ...
A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...
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 ...