YOU WONT BELIEVE: 2 - What They Never Told You

Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says

Steve Eisman, the investor made famous by “The Big Short,” says the next leg down in the AI trade may start with two companies that aren’t publicly traded.

Benzinga · Aug 3

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity.

Benzinga · Jul 29

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks.

MarketBeat · Jul 29

Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

Benzinga · Jul 24

How 5 Giant Stocks Are Causing a Potentially Nuclear Debt Headache for the U.S. Stock Market

Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion.

Barchart · Jul 22

Oracle’s Worst Stock Crash in 25 Years: Only Time Will Tell If It Can Recover from Its AI Spending Gamble

Oracle stock has plunged 65% from its AI-fueled peak as investors question massive spending, debt, and data center risks. The decline now rivals its worst downturn since the dot-com bust.

Barchart · Jul 22

Oracle Stock Is Deep in the Red, But Wall Street Sees 220% Upside

Despite a sharp selloff, Oracle's record backlog and booming cloud business continue to strengthen its long-term outlook.

Barchart · Jul 21

Oracle Has a Massive Revenue Backlog: Why is the Stock Plunging?

Oracle (NYSE:ORCL) stock remains in a steep freefall, wiping out billions of dollars in market value and emerging as one of the worst-performing stocks in the Nasdaq 100 Index this year.

Benzinga · Jul 18

Oracle Leads AWS, Microsoft, Google in Race to Build Japan's Secret Cloud Project to Counter Chinese Hacking Threats: Report

Oracle Corporation (NYSE:ORCL) is reportedly leading the race to provide high-security cloud services to Japan. This move is crucial for secure intelligence sharing between Tokyo and its allies.

Benzinga · Jul 15

Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy.

Oracle's stock has crashed amid growing investor concerns about the company's aggressive AI infrastructure spending, rising debt, equity dilution, and heavy reliance on OpenAI.

Barchart · Jul 14