Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

Google's latest addition to its NotebookLM artificial intelligence research platform is a feature called Data Tables. The tool can collect and synthesize information across multiple sources into a ...

that came in well above projections. Financial guidance that came in short of estimates and increased spending on artificial-intelligence infrastructure look to be worrying investors.

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle stock fell 11% today, as investors fret over how much the company is spending to build out AI data centers for OpenAI and others. Oracle Chairman Larry Ellison, whose roughly 40% stake has made ...

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.