Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise ...

The data center boom in the U.S. has largely been tied to the growth prospects of two companies — Anthropic and OpenAI — and the seemingly unending demand for their models and services. Now Wall ...

Adding to investor pessimism today is the growing belief among investors that the Federal Reserve may hike rates at its next meeting. That could make Oracle's current AI spending even more expensive ...

Oracle is a provider of databases, business software, and cloud infrastructure services. Click here to read this latest ...

Oracle is rated Buy, with a 42% upside to $213.75 by FY2029, driven by robust AI cloud demand and strategic capital ...

Glancing at S&P Global Ratings’ historical data, a mid-double-B rating is associated with a five-year cumulative default rate ...

AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock price drops. Infrastructure suppliers faced pressure while ...

Both the United States and China are feverishly debating the correct balance of AI regulation and technological advancement, and each side has distinct advantages in the race.

Supporting the projected AI and data center growth will take real effort. The U.S. may need to nearly double its fiber route ...

AI CEOs called for a slowdown, and AI stocks fell as the market repriced the $700 billion capex bet. Why this threat comes ...

Calls to slow AI by industry leaders, including Anthropic CEO Dario Amodei, have rattled investors banking on a $795-billion capex boom.

Calls by AI industry leaders to slow development raise concerns over nearly $800 billion in 2026 capital spending; semiconductor stocks bear brunt of sell-off ...