Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. ORCL's $300B OpenAI deal boosted obligations but raises concerns over thin margins, debt, and AI investment ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

Monday - Friday, 08:00 - 11:00 CET | 14:00 - 17:00 HK/SG Oracle revived concerns over tech valuations after posting weaker-than-expected revenue for the second quarter and revealing a surge in data ...

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...