A mega-deal with OpenAI is looking riskier than it first appeared.

Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.

A credit-risk gauge on Oracle Corp. debt closed at the highest level since the financial crisis after a flood of bond sales ...

Oracle (ORCL) is rated Strong Buy amid AI infrastructure growth and OpenAI ties, despite debt concerns. Read here for more ...

Oracle shares rose roughly 1% on Tuesday, recovering modestly after a difficult stretch that has erased the euphoria ...

The AI boom has become the single brightest spot in an otherwise sluggish global economy. Hyperscalers are spending upwards ...

Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...

The rise of Gemini in a battle against OpenAI could impact a future backlog for Oracle. Here's what Jim Cramer had to say.

Rob Oliver, Sr. Research Analyst at Baird, says Oracle trades as a proxy for OpenAI, faces early-stage AI competition, but ...

Nvidia and Oracle both offer AI growth potential, but their fundamentals make one a clearer choice. Nvidia ( NVDA 6.33%) and ...

It’s been yet another awful month for shares of the once-hyped AI infrastructure firm Oracle (NYSE:ORCL), which are down 28% ...

SALINE TWP., MI — A massive data center for ChatGPT-creator OpenAI and multinational tech firm Oracle is rapidly moving forward in rural Michigan. It is sparking a clash between a small farm town’s ...