Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more ...

Is Oracle's spending getting out of hand?

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Oracle stock came under renewed pressure on Monday, extending a bruising selloff that has weighed heavily on the stock for several weeks. The cloud computing giant has lost more than 15% over the past ...

Capex is exploding.

Shares in Oracle opened almost 12% lower ‍in Frankfurt, tracking U.S. afterhour losses after the company forecast sales and ...

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...