Bond markets are flashing a warning that stock investors are choosing to ignore as Big Tech borrows at a historic pace to fund its AI ambitions. The question is whether this tension…
Rich Duprey IBM just suffered its worst single-day collapse since 1968, wiping out two years of gains in one brutal session. Wall Street analysts refuse to budge on their targets, creating one of the…
Oracle shares have shed more than half their value while the company doubles down on AI debt and a troubled flagship customer. The question now is whether this collapse represents a catastrophic…
Joey Frenette Larry Ellison peaked as the second person in history to cross $400 billion in net worth, and now two crises are colliding at once: a brutal Oracle collapse and a 12-state legal…
Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions,…
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms…
Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from…
CNBC's 20th annual state business rankings handed the overall crown to Ohio for the first time ever, but in the critical economy sub-category it was a two-state race: North Carolina led the…
Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects,…
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.
Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.
On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian…
