Oracle drags down Nvidia and other AI stocks as bubble fears intensify
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech’s...
Last updated: 2025-12-12 05:10:26 ET
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech’s...
In beer, making the product is only half the challenge; the other half is delivering within strict windows without sacrificing quality or budget. To t...
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 enti...
ChatGPT Enterprise usage grew 8x year-over-year as workers report saving an hour daily, but OpenAI faces competitive pressure from Anthropic and questions about cost sustainability.