Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet…
Omor Ibne Ehsan Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are sliding in early Monday trading after the company disclosed that layoff costs would run meaningfully higher than previously flagged, overwhelming a friendlier signal…
Larry Ellison cancelled a Rule 10b5-1 trading plan that would have allowed him to sell up to 50 million of his Oracle (NYSE:ORCL | ORCL Price Prediction) shares, an arrangement CNBC valued…
AJ Tiarsmith Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the…
The controlling shareholder of one of Wall Street’s largest AI infrastructure builders just walked away from cashing in $7.5 billion of stock. That decision, more than any single line in the quarterly…
Rich Duprey Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
Oracle just disclosed a backlog figure so large it made Jim Cramer reassess the entire growth story, but the capital costs and insider selling quietly unfolding behind that headline number tell a…
Chris Lange Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the…
Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.
Omor Ibne Ehsan Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their…
Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader…
Oracle walks into tonight's report carrying a backlog so enormous it rewrote what investor visibility means, yet the stock has shed a third of its value in a year and sits lower…
Thomas Richmond Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the…
