Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...
Oracle has spent years piling up debt to fund share buybacks, which raises the risk level of adding even more debt to the ...
Mark Zandi thinks an AI-fueled market crash would be a risk to the broader financial system. Tech firms have led a year of ...
In this post, we will explore the historical context, discuss the associated risks, and offer guidance on navigating the ...
In the first half of 2025, technology investment accounted for nearly half of the annual GDP growth, offsetting mounting ...
He estimated that an $8 trillion investment in AGI would require $800 billion in profit just to service interest payments, a ...
The race to build artificial intelligence infrastructure is turning into one of the most capital-intensive bets in modern ...
Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...
Anthropic CEO Dario Amodei is confident that massive AI infrastructure spending will yield significant economic returns, ...
Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.
OpenAI’s trillion-dollar data center ambitions face hard market, demand and infrastructure limits that could force a 2026 ...
Oracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracles $300B AI build-out faces new ...