The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...

Oracle (ORCL) stock weakens as the company announces sweeping job cuts to manage rising AI infrastructure costs and plans to ...

The AI boom has produced plenty of big numbers and bold headlines—but few rival “Stargate,” the massive data center project ...

In a move that’s drawing attention across the cloud computing and artificial intelligence sectors, Oracle and OpenAI have reportedly paused ...

Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners and losers,” said Pimco’s chief investment officer.