Oracle is in the midst of a major expansion of its data center footprint to support contracted AI workloads. Its aggressive ...

What are bankers and analysts saying about concerns that an AI bubble could negatively impact credit markets? Read more here.

Short sellers netted $24 billion betting against software stocks, including Oracle, as the sector shed $1 trillion in market ...

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday.

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

AI-driven disruption is nuanced. SaaS valuations may rebound as markets recognize persistent demand and the limits of ...

AI is already a triumph of human ingenuity, and it could prove transformational. But financial authorities must be vigilant.

AI has helped boost the stock market and GDP. But the prospect of a bubble has some experts concerned about the technology’s influence.

Nvidia clocked a 94 per cent jump in profit to $43bn and pushed fourth-quarter sales up 73 per cent to $68.1bn, putting the cocaine nose job of Wall Street’s panic merchants back in their box. FactSet ...

In early 2025, a little-known Chinese startup sent shockwaves through Silicon Valley—pushing executives and investors to ...

Meta is paying roughly $6.5bn (£4.82bn) in extra financing costs to keep $27bn of AI infrastructure borrowing off its balance sheet, a costly accounting choice that captures the mood in Big Tech’s ...

For quite some time now, investors have fought the suggestion that the artificial intelligence industry may be forming a massive bubble, risking an eventual collapse of epic proportions that could ...