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Credit traders are buying protection against Oracle's debt default as the tech giant pours billions into AI infrastructure. Morgan Stanley expects Oracle's net adjusted debt to more than double to $29
OpenAI has forged multi-trillion-dollar deals for chips and infrastructure, largely bypassing external advisers. CEO Sam Altman and a small internal team, including President Greg Brockman and CFO Sar
A record-breaking $38 billion debt sale is being prepared to fund new AI data centers in Texas and Wisconsin linked to Oracle Corp, marking a new high for AI infrastructure investment.
Nvidia's stock gained ground on Friday, driven by strong optimism in AI hardware demand, even as the company faces a halt in sales to China amid trade tensions.
Arista Networks' stock dropped for a second day after competitor Nvidia announced it will supply AI networking chips to Meta and Oracle, two key customers.
Oracle Corp. will purchase 50,000 of AMD's upcoming MI450 AI chips for its data centers, with deployment scheduled to begin in the third quarter of 2026.
Major AI companies like Nvidia, OpenAI, and Oracle are engaged in massive, circular financial deals, raising concerns about a potential market bubble.
Microsoft has identified a growing trend of unauthorized AI tool usage in the workplace, a practice it calls 'Shadow AI,' which poses security risks.
Five major technology stocks with deep ties to artificial intelligence, including Oracle and Palantir, are trading near key buy points despite a recent market sell-off.
Oracle's stock shows resilience ahead of its rebranded 'AI World' conference, where new financial targets are expected amid a nearly $500 billion revenue backlog.
Internal financial data reveals Oracle is facing significant difficulties in making its Nvidia AI chip rental business profitable due to high costs and intense competition.
Oracle has integrated new role-based AI agents into its Fusion Cloud Applications to help customer experience teams automate tasks and improve efficiency.
