The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...
Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...
Oracle has spent years piling up debt to fund share buybacks, which raises the risk level of adding even more debt to the ...
AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...
Oracle is on the front line of fears about a bubble in spending on artificial intelligence. The cost of insuring against a ...
Oracle co-CEOs Clay Magouyrk and Mike Sicilia weighed in on the cloud applications, infrastructure and multicloud businesses ...
The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle ...
Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the ...
The red-hot trade backing artificial intelligence (AI)-related stocks has taken a bruising from back-to-back troubling ...
Traders appeared more focused on preserving trend structure than chasing upside, with flows concentrated in large-cap assets.
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...