Oracle

Wall Street sees an AI bubble forming and is gaming what pops it

Looking to 2026, investors debate cutting AI exposure or doubling down to ride a potentially game-changing boom

Long a smaller cloud-computing player, Oracle has leaped into the AI infrastructure race this year on the back of a US$300 billion OpenAI data-centre deal.

Oracle denies report on OpenAI data centre delays

Investors have sold off the company’s stock and bonds

Oracle shares tumbled after the company’s quarterly forecasts fell short of analysts’ estimates.

US stocks: Dow, S&P 500 post record closes; Oracle drags on Nasdaq

THE S&P 500 and the Dow boasted record closing highs on Thursday as investors favoured financial stocks after a Federal Reserve policy update that was less hawkish than expected while the tech-heavy N...

Oracle credit derivatives have become a credit market barometre for AI risk.

Oracle shares drop the most since 2001 on mounting AI spending

The stock has already lost about a third of its value through Wednesday’s close since a record high on Sep 10

Known for its database software, Oracle has recently found success in the competitive cloud computing market.

Oracle posts weak cloud sales, raising fear of delayed payoff

The company has taken out significant sums of debt and committed to leasing multiple data centre sites

Oracle’s swoon has vaulted Alphabet co-founder Larry Page past Larry Ellison and into the number two spot on the Bloomberg Billionaires Index for the first time.

Oracle slump sends Ellison sliding down ranks of world’s richest

[NEW YORK] A frenzied, artificial intelligence (AI)-fuelled rally in Oracle stock briefly made Larry Ellison the world’s richest person in September. But a prolonged slump since then has seen the tech...

Internally, Oracle has benefited from using AI, with 80 per cent of employees saying that the technology has already proven to work well.

Oracle to tap deepening AI adoption in South-east Asia

The key would be in educating customers and prospects alike on the lowered barriers of entry to AI

Larry Ellison, Oracle's executive chairman and chief technology officer, says training AI models is the largest and fastest-growing business in history.

AI’s peak value is in training with private data: Oracle’s Larry Ellison

Businesses can use such information while keeping it restricted to unlock huge productivity gains

Oracle will put 50,000 of AMD's semiconductors in data centre computers starting in the third quarter of 2026.

AMD says Oracle is pledging widespread use of new AI chips

[NEW YORK] Advanced Micro Devices (AMD), Nvidia’s nearest rival in artificial intelligence (AI) processors, said Oracle will deploy a large batch of its forthcoming MI450 chips next year.

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Sept. 22, 2025. Wall Street traders left stocks hovering near all-time highs amid calls for a break after a $15 trillion rally from April lows, with traders awaiting a handful of Federal Reserve speakers and a key inflation measure. Photographer: Michael Nagle/Bloomberg

Magnificent 7 is passe. This group of AI stocks can replace it

[NEW YORK] Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.