Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
24/7 Wall St.

Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...
MarketWatch

Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...
AOL

How Oracle became a ‘poster child’ for AI bubble fears

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...
AOL

Is TikTok — Not AI — What Saves Oracle?

Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...
Forbes

The AI Utility: Oracle Is Building What Big Tech Cannot Live Without

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Fierce Healthcare

Adoption of AI for hospital RCM surges, but cost, operational constraints slow progress

Health systems are eager to adopt generative artificial intelligence solutions for revenue cycle management, seeing the promise of the technology to improve coding and capture more revenue. Eighty ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Forbes

FDA Provides Thought-Provoking System Life-Cycle Scenario Encompassing AI-Enabled Mental Health Devices

Forbes contributors publish independent expert analyses and insights. Dr. Lance B. Eliot is a world-renowned AI scientist and consultant. In today’s column, I examine the recently published FDA ...
ZDNet

Stop using ChatGPT for everything: I use these AI models for research, coding, and more (and which I avoid)

Different AI models win at images, coding, and research. App integrations often add costly AI subscription layers. Obsessing over model version matters less than workflow. The pace of change in the ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...