Oracle's Larry Ellison quietly pledged shares in two of the world's most closely watched companies as collateral for loans tied to a media empire his son now controls at a steep loss.…
Oracle's cloud backlog is surging past $664 billion while free cash flow sits deep in negative territory, and the CFO refused to name a date when that flips. Something has to give,…
Relief is flowing back into the specialized AI cloud providers that absorbed the biggest damage in last week’s selloff. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $176.60, up 3%,…
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly…
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
Debt-funded AI cloud providers are back under pressure as concerns about borrowing costs spread across the group. First of all, CoreWeave (NASDAQ:CRWV) shares are down 4% to $58.67 in morning trading. Moreover,…
Oracle's cloud revenue is exploding while its stock sits near yearly lows, and the gap between those two realities may represent one of the more unusual setups in large-cap tech right now.
A fresh analyst endorsement is giving CoreWeave (NASDAQ:CRWV) a lift after a stretch in which its debt load dominated the conversation. CoreWeave stock is up 6% to $65.37 in morning trading. Goldman…
Few companies sit closer to the race to power AI data centers than Bloom Energy (NYSE:BE). Bloom Energy shares have climbed 157% year to date (YTD) to $223.03, a run that leaves…
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can…
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664…
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away,…
