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.

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

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

This article first appeared on GuruFocus. CreditSights analysts have flagged a potentially material shift in Oracle (NYSE:ORCL)'s risk profile following the company's latest regulatory filing, which ...

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

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

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

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.” ...

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...