CNBC host Jim Cramer has endorsed a new J.P. Morgan report suggesting that physical and financial limits—not a market crash—will naturally curb the massive spending by tech giants on artificial ...

Oracle faces investor angst ahead of earnings as OpenAI exposure, rising capex and debt reliance weigh on shares despite massive AI-driven backlog growth.

Oracle’s ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s ...

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4.5% in the afternoon session after reports revealed that a critical $10 billion funding deal with Blue Owl Capital for a ...

Meta Platforms' corporate strategy of front-loading capital spending towards its AI infrastructure buildout makes it ...

The dreaded word ‘bubble’ dogs commercial real estate’s breakout asset class even as more private money lines up to underwrite it.

The growing field of data center developers are catering to the tech industry’s ravenous demand for computing power to build better and more widely adopted AI systems. New faces are behind the ...

The 2026 outlook hinges on whether leveraged AI financing can hold or whether rising debt triggers the first major correction ...

As he prepares to step back, Warren Buffett’s enduring habits reveal a surprisingly simple way to manage stress.

Trump administration outlines plan to replace H-1B visa lottery We start with changes announced yesterday by the Trump administration to the H-1B visas programme for skilled foreign workers ...

A prominent research firm, Evercore ISI, has positioned Oracle as a leading selection for 2026 within the enterprise software arena, placing it alongside gia ...