Oracle earnings could influence the entire AI and cloud trade, with ripple effects across major tech, cloud, and ...
Oracle’s stock crash reflects the unwinding of the market's enthusiasm for AI amidst specific financial concerns: Debt and Capital Risk: Worries have surfaced regarding Oracle's aggressive capital ...
Oracle's relative underperformance vs. AI and cloud peers reflects a valuation and narrative reset, not a deterioration in ...
This recent decline signals renewed worries regarding stagnant cloud profit margins and the risks associated with AI ...
Oracle (ORCL) is rated Strong Buy amid AI infrastructure growth and OpenAI ties, despite debt concerns. Read here for more ...
Oracle ORCL is set to report fiscal second-quarter results this afternoon — a big test for a stock that has become a central ...
Michael Burry issued a new warning about AI stocks similar to what Jim Chanos has said. "The Big Short" investor said he believed hyperscalers spending big on AI could "overstate" earnings. Chanos has ...
SAP has released its November security updates that address multiple security vulnerabilities, including a maximum severity flaw in the non-GUI variant of the SQL Anywhere Monitor and a critical code ...
Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...
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Concerns over the company’s debt-fueled growth helped to spark a pullback in ORCL from its highs, even earning a special call ...