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BIZARRE: 18 - What They Never Told You

The Magnificent 7 isn't that magnificent: 5 of them have underperformed the market this year

Investors are picking between winners and losers in tech, as opposed to just herding into the index or tech stocks as a whole.

Fortune

Oracle reportedly signs major huge cloud data center deals in the last quarter - nearly $250 billion in new commitments revealed

SEC filing reveals $248 billion in data center commitments which weren't covered by Oracle's recent results.

TechRadar

Asian shares slip after Wall Street logs its worst day in 3 weeks

Asian shares are mostly lower after declines for superstar AI stocks knocked Wall Street off its record heights

The Independent UK

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Inflation Data, AI Earnings and Other Can't Miss Items this Week

Markets enter a critical week still reeling from Friday's sharp selloff in technology and AI stocks following disappointing reactions to Oracle and Broadcom earnings that raised questions about AI infrastructure spending sustainability and return on massive capital investments. Here are 5 things to watch this week in the Market.

Barchart

20 Billionaires Who Gained Combined $460B Through AI Investments in 2025

AI investments created a $500B windfall in 2025 -- 20 billionaires, led by Larry Ellison, saw massive gains as Nvidia, Oracle and CoreWeave fueled the AI boom.

GOBankingRates

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say

"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be."

Fortune

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”

Fortune

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Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more

Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages.

Tom’s Hardware

Nasdaq Futures Slip as Broadcom Results Fail to Ease AI Fears, Fed Speak on Tap

December Nasdaq 100 E-Mini futures (NQZ25) are trending down -0.58% this morning as Broadcom’s earnings report prompted further concerns about the AI trade.

Barchart

Asian shares track US stock market's rise to record highs despite AI bubble worries

Asian shares are higher, tracking Wall Street's rise to records despite a sell-off for Oracle as worries persist about a potential bubble in artificial-intelligence technology

The Independent UK

A Chinese whistleblower now living in the US is being hunted by Beijing with help from US tech

Retired Chinese official Li Chuanliang fled to the U.S. seeking asylum, fearing persecution from the Chinese government

The Independent UK

Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally

Oracle is on track for a robust rebound as its rapidly expanding RPO is converted into revenue and profits: December price weakness is a buying opportunity.

MarketBeat

Most Stocks Recover from Oracle Sell-Off

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up by +0.21%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up by +1.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.35%. December E-mini S&P futures (ESZ25 ) rose +0.23%, and December...

Barchart

Dow Adds 646 Points, Hits New Highs: Stock Market Today

It was "boom" for the Dow but "bust" for the Nasdaq following a December Fed meeting that was less hawkish than expected.

Kiplinger

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Barchart

Oracle Stock Breaks Below Its 200-Day Moving Average. Should You Buy the Dip?

Oracle shares crash as management raised its AI capex outlook even as Q2 revenue comes in shy of expectations. Here’s how you should play ORCL stock after its second-quarter earnings release.

International Business Times UK

Oracle Shares Plunge 11% in Premarket, Dragging Down Major AI Stocks

Oracle shares fell around 11% in premarket trading, sparking declines across multiple AI-related stocks. The drop followed the company's latest earnings update, which prompted broader investor concerns within the tech sector.

Barchart

Dow Jumps to New Highs as Fed Cut, Oracle Miss Fuel Shift from Tech to Value Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down up +0.05%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +1.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.52%. Stock indexes are mixed today, with the Nasdaq 100 falling to...

Barchart

Oracle Stock Has Plunged 35% Since I Told You to Collar It. Here’s Why My Option Strategy Worked, and What Comes Next.

Option collars can help limit downside risk while you continue to chase the upside.

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news in one place.

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TechRadar

Oracle shares drop after $15bn higher AI spending revealed

Oracle investors aren't happy with higher-than-anticipated Capex, despite healthy revenue growth.

Barchart

Stocks Mixed as a Plunge in Oracle Weighs on Tech Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.34%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up by +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.89%. December E-mini S&P futures (ESZ25 ) are down -0.34%, and December...

Barchart

Oracle Stock Drops After Q2 Results — Is ORCL a Buy, Sell, or Hold?

Oracle’s underlying fundamentals remain strong. Demand for its cloud services and AI-focused infrastructure continues to accelerate.

PC Gamer

Oracle will shop around for AI chips after adopting a policy of 'chip neutrality'… but of course it'll still buy the latest Nvidia GPUs

AMD sales team, assemble!

Barchart

Stocks Slip Before the Open as Oracle Dents Sentiment After Fed Cut

December S&P 500 E-Mini futures (ESZ25) are down -0.35%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.65% this morning as Oracle rekindled worries about the massive spending tied to artificial intelligence, overshadowing optimism over the Federal Reserve’s latest interest-rate cut.

Euronews

Oracle shares fall as bubble fears return, hitting wider tech stocks

The cloud computing giant missed revenue expectations, as well as announcing an increase in its planned spending on AI data centres.

The Guardian - UK

Disappointing Oracle results knock $80bn off value amid AI bubble fears

Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth and big rise in spending Business live – latest updates

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