As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...

Oracle is trying to buy its way into the center of the artificial intelligence boom with one of the most aggressive ...

Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle’s Q2 miss and heavy AI capex needs deepen market concerns as analysts flag financing risks and uncertainty around ...

The AI infrastructure race was supposed to be a straight line up and to the right, a capital spending binge that would pay ...

In recent weeks, Bloom Energy’s role as a power supplier to AI data centers has come under pressure as worries about an AI spending bubble, pulled financing for a major Oracle project, and competition ...

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

Watch the Video Our conversation began with a simple observation. A lot has happened in AI over the past week, and not all of ...

Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ...

At the center of this move was Micron Technology. Strong forward guidance helped alleviate lingering concerns around AI-related valuation pressure and funding constraints. Micron closed at a record ...

US stocks hit record high. In a narrow tech-led advance, the S&P 500 rose for a fourth straight day. Volume was below the average of the past three months ahead of the Christmas holiday.