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The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.
Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to
Bloom Energy just posted record revenue and raised its guidance, yet retail investors are bailing while a short-seller report and class-action inquiry pile on. Find out why analysts and Reddit are reaching completely opposite conclusions about where this stock goes next.
Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side of the ledger. One company has found a way to sidestep the whole dilemma entirely, and it reveals something important about who actually wins this race.
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
Rock-bottom prices don’t always mean rock-bottom businesses. The stocks we’re examining today have all touched their 52-week lows, creating a classic investor’s dilemma: bargain opportunity or value trap?
Moby summary of WEC Energy Group, Inc.'s Q2 2026 earnings call
In the latest trading session, Oracle (ORCL) closed at $117.77, marking a -1.83% move from the previous day.
Oracle stock has dropped sharply over the past year, yet valuation checks still lean in its favour, which puts the recent share price weakness at odds with what the broader metrics suggest about value. Oracle shares have fallen 51.5% over the past year, which means the market has sharply reset expectations despite the company remaining a major player in cloud and enterprise software. On the positive side, winning a Pentagon software contract worth up to nearly US$7b can support confidence in...
According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027. BloombergNEF also estimates that data centers could account for 20% of U.S. electricity consumption by 2035. That would mark almost a four times increase in data center power consumption from current […]
The promise hasn't changed since December. The stock behind the man who made it has been cut by more than half.
Oracle's credit-default-swap cost substantially exceeds other AI-linked issuers as investors question returns from debt-funded infrastructure.
Second place in AI chips sounds like a consolation prize until you see who is writing the checks to keep it alive. Here is why the challenger seat looks more attractive than the throne right now.
Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.
Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in free cash flow last year while piling on debt. Before trusting that consensus number, there is a balance sheet reality worth examining closely.
SNOW is strengthening its enterprise AI platform with new security and governance tools as AI adoption grows and product revenue guidance points to 30% growth.
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.
(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill
Oracle stock has fallen 38% so far this year, and further sell-offs could be in store.
Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
You might think S&P 500 stocks already up 362% and 188% this year respectively are played out. But analysts still see huge upside
By Amanda Cooper July 29 (Reuters) - Shares in companies driving the AI boom have been under pressure for weeks.
Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.
(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To
(Bloomberg) -- Larry Ellison and his family would be on the hook for $9.8 billion if Paramount Skydance Corp.’s deal to buy Warner Bros. Discovery Inc. falls apart.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart Home Push With Siri AI at CenterASML Slides on Report of China Starting DUV Tool ProductionParamount, which
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