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

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

All the while, Oracle’s five-year credit-default swaps (CDS) —a key indicator of credit risk — have been surging. While ...

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

Oracle ( ORCL 2.76%) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

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

Oracle has spent years piling up debt to fund share buybacks, which raises the risk level of adding even more debt to the ...

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 ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

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