Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market ...

Credit investors have reportedly become increasingly concerned about the potential impact of an AI bubble on credit markets.

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday ...

There's growing debate over a possible AI bubble.

Monday - Friday, 08:00 - 11:00 CET | 14:00 - 17:00 HK/SG Oracle revived concerns over tech valuations after posting weaker-than-expected revenue for the second quarter and revealing a surge in data ...

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 ...