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.

Oracle stock fell to its lowest levels since early June, extending its late autumn slump, as investors continue to question ...

The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...

Oracle shares sank 13%, sparking a tech selloff as the company's massive spending and weak forecasts fanned doubts over how ...

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

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

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

Still, some investors feel AI-related shares are overvalued. High-profile names such as Michael Burry have been bearish, ...

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