Bellwethers are lead sheep wearing bells to indicate where the flock is going. In finance and markets, they are often celebrated as indicators of coming prosperity. But they cut both ways because they ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Cerner was dismissed as a messy integration. Now it looks more like an AI jackpot. Oracle sits inside hospitals, insurers, clinical workflows and electronic health records — the parts of U.S. health ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...

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JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Health systems can use AI to adopt AI. That’s according to Oracle, which helps healthcare organizations launch the technology with strong AI prompts. “In a recent project at a healthcare system in ...

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 ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

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