As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle, the 48-year-old cloud and database software company, reported quarterly results on Dec. 10 that fell short of analyst revenue expectations and offered little clarity on the pace at which heavy ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...

Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...

Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...

Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...

A credit-risk gauge on Oracle Corp. debt closed at the highest level since the financial crisis after a flood of bond sales from tech giants amplified concerns that a bubble is forming in the ...

Oracle ORCL0.41%increase; green up pointing triangle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

PORT WASHINGTON, Wis. — The name and users have been announced for the billion-dollar data center campus planned in Port Washington. Denver-based Vantage Data Centers on Wednesday announced that ...