“ Oracle has become the poster child for fears of an AI bubble,” Oracle investor and tech analyst Cory Johnson told Yahoo ...
CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...
Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...
The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...
Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings ...
Oracle shares sank 13%, sparking a tech selloff as the company's massive spending and weak forecasts fanned doubts over how quickly the big bets on AI will pay off.
Investors were so fired up about Oracle's AI guidance that they sent shares soaring as much as 43% that day. The company was ...
A bifurcation seems to be taking place in the AI sector. Chip stocks like Micron and Nvidia continue to post blistering ...
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.
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
Oracle shares slumped as much as 16.5% Thursday morning, dragging other technology stocks, as concerns mounted about the company's massive AI spending and the lack of a clear timeline on returns from ...
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.