Quick ReadThe six largest AI spenders issued $244 billion in bonds this year, 14 times 2024 levels, as the AI arms race ...

Oracle stock has fallen 64% from its September 2025 peak as $130 billion in debt, negative free cash flow, and OpenAI ...

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from ...

For the second time, New Mexico regulators have rejected applications for a natural gas pipeline across state lands that ...

Risk is rising as big tech companies like Oracle — the ultimate financial source of the Ellison media empire — need to turn ...

It's time to retire the 'Magnificent Seven' as an investing category. For most of this bull market, skeptics have had a simple complaint: "It's only seven stocks." The so-called "Magnificent Seven" ...

Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is materially ...

Question Our assessment; Is Nvidia technically ahead in AI networking? We believe it is materially ahead and stands alone at ...

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before ...

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery ...

Oracle Corporation pivots to AI cloud infrastructure as capex and debt surge. Click for this look at the positives and risks ...

Bloom Energy turned positive free cash flow while Plug Power burned $661.5 million, a stark contrast that reshapes the ...