Oracle stock has plummeted by 41% from its September peak, despite soaring demand for its artificial intelligence infrastructure.
Thirty years ago, the newfangled method of paying for New York City’s buses and subways seemed like cutting-edge technology.
Oracle (ORCL) downgraded: high debt, negative cash flow, and reliance on OpenAI contracts raise investment risk.
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter ...
TikTok said Thursday that it signed an agreement to form a U.S. joint venture that is majority-owned by U.S. investors and ...
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AI's balance sheet divide
UBS says global AI capex is surging, pressuring Big Tech balance sheets as spending heads toward $1.3T by 2030. Firms are ...
While Google's Agent Payments Protocol initially focused on e-commerce, B2B payment automation has quickly followed. Companies are now deploying AI agents that autonomously handle business payments.
Jim Chanos warns of an Nvidia "depreciation time bomb" for CoreWeave and Oracle, predicting massive risks due to short AI ...
Oracle stock faces a 42% drop post-OpenAI deal amid capex surge and leverage risks. Read the latest analysis on the stock ...
According to Berkshire's consolidated cash flow statements, the Oracle of Omaha has sold more stocks than he's purchased in ...
Oracle is undergoing a fundamental financial transformation, channeling immense resources into its artificial intelligence cloud infrastructure. This strateg ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
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