Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...

Some people follow a straight career path. Gregory Mikolay built his through grit, persistence, and a long list of unexpected turns. Today, he is known as a seasoned Senior Oracle Developer with more ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

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 ...

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...

The cost to insure Oracle's debt against default — the 5-year credit-default swap — jumped this week to 125 basis points, the highest in three years, and analysts say it could surge toward 2008 crisis ...

Oracle shares are hovering near the lowest levels since early June, having shed nearly $400 billion in value since their all-time peak in September, as investors continue to question the cloud ...

Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of a bubble. WSJ’s Hannah Erin Lang uses three charts to explain what’s behind ...

A bit later in the day than normal, Apple has moved on to its fifth round of developer betas and probably the last one for iOS 26.1, iPadOS 26.1, macOS 26.1 Tahoe, watchOS 26.1, tvOS 26.1, and ...