Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness.

Paul Trani of Adobe demonstrates Firefly custom models in October. The software maker is due to post earnings on Wednesday. (Mark Von Holden/AP) The Federal Reserve will unveil its last rate-setting ...

In practical terms, markets are now priced in a very low probability of another Fed cut in January unless labor market conditions deteriorate materially. Sentiment around artificial intelligence ...

U.S. stocks pulled back Thursday after Oracle Corp. posted its steepest decline in nearly a year, reigniting concerns that heavy artificial intelligence spending is straining balance sheets faster ...

Oracle isn't the only company getting fresh scrutiny from investors for issuing a lot of debt as part of the artificial intelligence race. (Bloomberg Finance, Deutsche Bank Research) "Last night ...

Asian markets were mixed Thursday as earlier gains fuelled by the Federal Reserve's latest interest rate cut were offset by indications the central bank will hold off from further reductions at the ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

Treasury yields remained modestly lower on Wednesday after the Federal Reserve delivered a widely expected quarter-point interest-rate cut and kept its 2026-2028 rate outlook unchanged relative to ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. While each of the recent rate reductions has slowly chipped away at ...

The economy has had a volatile year marked by ongoing headwinds and uncertainties. Persistent inflation, unpredictability around tariffs, and a stock market that many fear is in the midst of an ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...