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 ...

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.

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

JPMorgan Chase & Co. credit analyst Erica Spear expects pressures on the company’s bonds will persist in the new year. Oracle ...

Forget turtledoves and golden rings. When December rolls around, investors expect Wall Street strategists to deliver ...

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an ...

Oracle Corporation (NYSE:ORCL) pushed back on December 12 against a report claiming it would finish building data centers for ...

Several AI stocks saw their stock prices drop after this one-two punch, but it has resulted in plenty of great deals in the ...

AI is no longer just a tech story. Trillions in debt, opaque financing and rising credit stress show the AI boom is becoming ...

Most executives say their AI projects aren’t delivering returns, but nearly 70% still plan to spend more next year.