ORCL
AI infrastructure stocks illustration showing chip and cloud vendors under demand surge and balance-sheet strain

AI Infrastructure Stocks Face Diverging Paths

Demand surge fuels mixed outlooks for chip and cloud vendors, highlighting earnings upside and balance‑sheet strain.

5 hours ago

6 min read

Oracle expands AI tools as valuation debate grows

Enterprise AI rollouts ignite investor debate on true value and asset-allocation shifts.

Mar 24, 2026

6 min read

Oracle’s $50B AI Pivot Amid Stock Slump

Enterprise software giant redirects to AI infrastructure, hikes capex, seeks funding amid cash-flow strain.

Mar 21, 2026

3 min read

Meta, Nebius and Oracle in AI infra focus

AI infra deals shift power: Nebius draws Nvidia and Meta backing as Oracle’s cloud growth heats up.

Mar 21, 2026

4 min read

AI stocks spotlight Oracle, Sandisk, Palantir

Explosive AI demand fuels revenue gains, yet steep losses and lofty valuations temper investor enthusiasm.

Mar 17, 2026

4 min read

AI reshapes debt, software and chip bets

Surging AI investment drives hefty bond deals, strategic upgrades and major stakes in chip and software leaders.

Mar 10, 2026

5 min read

US stocks slide as oil tops $100

Crude spike unsettles markets; futures pare losses on reserve talks as investors eye inflation, Oracle & Adobe earnings.

Mar 9, 2026

3 min read

Insider Monkey pitches new AI stock report

Subscription pitch uses lofty market forecasts and billionaire endorsements to sell bundled research with refund.

Mar 6, 2026

4 min read

AI, tariffs and markets reshape global business

Global tariffs and AI investments drive market shifts, sparking investor debate and fueling tech sector disruption.

Feb 24, 2026

7 min read

Oracle Faces AI Lawsuits Amid New Contract Wins

Oracle wins major contracts but faces AI-related lawsuits, impacting its stock performance.

Feb 15, 2026

3 min read

Amazon, Vista, ByteDance face scrutiny and deal shifts

Amazon faces tax probe in Milan; Vista and ByteDance navigate major deals amid shifting tech valuations.

Feb 13, 2026

6 min read

Corporate earnings, deals and capital moves on Feb 3

Strong earnings and strategic moves highlight tech, automotive, and industrial sectors amid market pressures.

Feb 3, 2026

9 min read

Neinor’s Aedas bid, Oracle cloud gains, Q4 fund returns

Neinor to acquire Aedas Homes; Oracle cloud surges; US funds post solid Q4 and annual gains.

Jan 28, 2026

5 min read

AI Heavyweights Face Valuation Jitters at Davos

Tech giants boost AI investments amid investor worries and workforce unease at Davos.

Jan 24, 2026

5 min read

Big Tech Pullback Weighs on US Stocks

Tech giants and AI stocks dip, dragging US markets lower; investors eye Fed minutes amid holiday lull.

Dec 30, 2025

3 min read

Big Tech Ramps AI Cloud Spend Into 2026

Top tech giants boost AI cloud investments through 2026 amid growth and financial challenges.

Dec 26, 2025

6 min read

Alphabet Emerges as Key AI Winner for 2026

Alphabet's AI and cloud strides boost outlook despite regulatory challenges ahead.

Dec 21, 2025

5 min read

AI Stocks Jolt Global Markets as Valuation Fears Grow

AI stock sell-off shakes markets as investors doubt rapid profit from soaring AI investments.

Dec 15, 2025

5 min read

Tech Rout Hits Nasdaq Ahead of Data Wave

Tech stocks tumble with rising yields and AI worries ahead of crucial economic data.

Dec 13, 2025

5 min read

Broadcom AI Boom Triggers Tech Selloff

Broadcom’s strong AI sales spark tech selloff as investors demand clearer profit paths.

Dec 12, 2025

4 min read

Netflix-Warner Deal, AI Growth, and Market Dynamics

Netflix's $72B Warner deal faces scrutiny as AI boosts tech growth and fuels market optimism.

Dec 6, 2025

5 min read

Amazon's $50B AI Expansion and Cloud Infrastructure Surge

Amazon commits $50B to AI and data center growth amid capacity challenges and rising industry debt.

Nov 24, 2025

6 min read

AI Stocks Face Volatility Amid Market Uncertainty

Nvidia's gains fade as AI stocks tumble amid bubble fears and ongoing market volatility.

Nov 23, 2025

6 min read

AI Cloud Race: Amazon, Nvidia, CoreWeave, and Market Dynamics

AWS and Nvidia lead AI cloud growth; CoreWeave and Oracle face challenges amid shifting market dynamics.

Nov 17, 2025

8 min read

Lam Research, Broadcom, Oracle Lead Q3 Growth Amid AI Demand

Lam Research, Broadcom, and Oracle drive Q3 growth with strong AI demand and major contracts.

Nov 12, 2025

6 min read

SoftBank Sells Nvidia Stake to Boost AI Investments

SoftBank sells Nvidia stake for $5.83B to fuel $40B AI push, despite market bubble concerns.

Nov 11, 2025

5 min read