Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

Artificial intelligence has been a significant driver of the stock market over the past three years.

“We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst ...

Oracle has left nervous investors with more questions than answers about the company’s AI financing plans.

A hidden leasing bomb, a $300B AI gamble, and shrinking investor patience--Oracle's bold cloud play is under the microscope.

Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...

The tech giant is piling on debt to fund AI data centers.

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

When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.

Oracle’s Q2 results reveal rising debt, heavy AI capex, and weakening fundamentals—signaling a potential cash crunch for the ...

“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

The company is targeting a new market.