The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...

"Oracle is aggressively pursuing the inferencing market, as well as the AI-training market," Ellison said on the company's September earnings call with investors. "We think we are in a pretty good ...

Oracle’s default risk is surging as its 5-year CDS jumps to 128 bps, the highest since the financial crisis. Credit traders ...

More than a few years ago, I met with ratings agency analysts covering giant telecom equipment companies like Lucent Technologies. The telecom bust had already begun, but the analysts remained ...

Over the long term, quality shares have significantly outperformed the broader stock market. Quality shares have also ...

Apple has replaced AI chief John Giannandrea with Amar Subramanya, consolidating AI under software engineering as it races to ...

When OpenAI's Sam Altman told reporters in San Francisco earlier this year that the AI sector is in a bubble, the American ...

Oracle's aggressive borrowing for AI expansion has raised credit risk concerns, causing Morgan Stanley to issue a warning.

Sharp swings in financial markets have left investors reeling in recent weeks, as questions about a potential artificial ...

A flood of debt sales from Big Tech risks overwhelming buyers and could weaken the credit market on both sides of the Atlantic.