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AMD stock rose more than 3% on Monday.

Oracle shares are a direct focal point: the stock touched a fresh 52-week low of $121.50 on Friday, July 18. That level sits roughly 63% below Oracle's all-time high of $345.72, a collapse that has made Burry's trade one of the more consequential short calls of 2026.

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

Oracle stock fell to a 52-week low Thursday as the enterprise technology giant's stock slump shows no signs of ending.

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.

Despite rising debt levels, Oracle’s large backlog, lower valuation compared to peers, and a sector-wide increase amid lower inflation have boosted investor sentiment.

Violent threats against artificial-intelligence companies are rising and spilling over into real-world security incidents.

OpenAI’s struggles could cause the AI bubble to burst, bringing down with it much more than the company’s hardware division.

Just one day after glowing reviews, a surprise revenue warning sent the stock into a tailspin and brought lawyers to the door.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Stocktwits data showed retail sentiment improved to ‘bullish’ on SPY and QQQ.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.

(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO

Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.

US equity futures were mixed before the open Tuesday as traders await a key inflation report and qua

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...

Oracle's annual filing cited AI adoption among the drivers of 21,000 job cuts in fiscal 2026. Snap cut 1,000 people and the CEO said rapid AI advances meant a smaller team could do the same work. At college graduation ceremonies this spring, speakers who brought up AI got booed. By May, Challenger, ...

Oracle’s stock performance from the 1980s pushed the tech giant to split its shares. Its fortunes rose and fell during the dot-com era, and then picked up again in recent years with the popularity of artificial intelligence. Here’s how many times Oracle — whose foundational business was ...

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

Oracle has expanded in recent years from providing database software management to cloud computing, which has been its biggest contributor to sales. In its fiscal 2026 year, the tech giant posted net income of $17 billion on revenue of $67 billion, with its cloud business accounting for just a ...

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as ‌critical third-party suppliers to its financial sector, bringing them ‌under direct regulatory oversight. The move is aimed at strengthening the resilience ​of financial firms by reducing the risk of widespread disruption from cyber attacks or technology outages.

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.