Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

If this is a bubble, there are a few stocks I wouldn't want to own. Here are two of the riskiest. 1. Oracle's reliance on ...

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...

(Bloomberg/Jeran Wittenstein) — For anyone concerned that artificial intelligence is fueling a bubble in technology stocks, Oracle Corp. has entered the conversation. Shares of the database software ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...

Here are the five bubble hallmarks listed in my last column, which I will use to guide my thoughts on whether the AI complex is in a bubble: (1) explosive share price gains, (2) a compelling narrative ...