Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings ...

Oracle's earnings also pulled down shares in other AI-related technology companies on Thursday. Nvidia's stock fell more than ...

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

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

The biggest cloud-computing deal in history had the humblest of origins: an unsolicited direct message over LinkedIn. It was sent in spring 2024 from an executive at OpenAI to sales leaders at Oracle ...

(Bloomberg/Jeran Wittenstein) — For anyone concerned that artificial intelligence is fueling a bubble in technology stocks, Oracle Corp. has entered the conversation. Shares of the database software ...

Oracle share price slumped nearly 12 per cent on Thursday. Nvidia, Microsoft, Micron, and CoreWeave stocks were down between 0.4 per cent and 4.4 per cent in premarket trading.

Oracle’s 15% stock plunge sparks fresh debate over an AI bubble, as soaring capex, slowing growth narratives, and margin pressures raise questions about the sustainability of the AI boom.

“ Oracle has become the poster child for fears of an AI bubble,” Oracle investor and tech analyst Cory Johnson told Yahoo ...