AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

US stocks traded mixed at the market open on Thursday, with a tumble for Oracle (ORCL) putting more tech-exposed gauges under ...

Oracle was one of the heaviest weights on the market after analysts said they were surprised by how much the tech giant plans ...

Despite a clear drive for AI innovation, investors clearly weren't happy with Oracle's higher-than-anticipated AI spend, with ...

The net worth of Oracle founder Larry Ellison has taken a hit after a poor earnings report pushed Oracle’s stock down sharply ...

Oracle’s Q2 miss and heavy AI capex needs deepen market concerns as analysts flag financing risks and uncertainty around ...

Oracle stock $ORCL plunged 14%, wiping out $105 billion in market value in a single session. The drop puts Oracle on pace for ...

The stock has already lost about a third of its value through Wednesday’s close since a record high on Sep 10 Read more at ...