The current AI infrastructure buildout is increasingly masking underlying economic weakness elsewhere in the U.S. economy.

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Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Artificial intelligence stocks now trade at high valuations. The large AI players are investing tens of billions, if not hundreds of billions, into AI infrastructure, such as data centers. Investors ...

Although Oracle’s (NYSE: ORCL) stock price plunged on Friday in reaction to the company’s financials, a section of Wall Street remains confident the equity is likely to rally over the next 12 months.

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...

Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify ...

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

Oracle shares sank on Thursday after revenue earnings missed analyst expectations. Other AI-related names like Nvidia, Micron and CoreWeave fell alongside it. Investors have questioned Oracle's AI ...

Three months ago, Oracle (ORCL) was trading at an all-time high of nearly $346, driven by ambitious expansion plans and a narrative focusing on nuclear-powered data centers. Currently, with the stock ...