A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...

Oracle Corporation (NYSE:ORCL) is one of the AI stocks analysts are betting on. On November 26, HSBC maintained its Buy rating on Oracle Corporation (NYSE:ORCL) with a $382 price target, highlighting ...

Oracle Corp faces its highest credit risk in three years fueled by rising AI investments, warning signals from Morgan Stanley ...

Oracle has emerged as the weakest member of the AI hyperscaler herd, with hedge funds now shorting both its stock and debt.

Technology company Oracle Corporation ($ORCL) is back in the spotlight as concerns rise in the credit market. A new report ...

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S.

Credit risk around Oracle is heating up fast and the market is not hiding it. In November, a key risk gauge tied to Oracle ...

The $100bn of bonds, bank loans and private credit deals tied to OpenAI are equivalent to the net debt directly held by the six largest corporate borrowers in the world — including carmakers ...

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter.

HSBC forecasts a massive $207B funding gap for OpenAI's expansion plans, raising questions about future growth ...

The dollars being committed to AI infrastructure are dizzying, as are the market cap increases for those companies spending ...

Claims that AI growth is merely a bubble ignore the broader picture. Revenues are real, cash flow is strong, and global ...