If this is a bubble, there are a few stocks I wouldn't want to own. Here are two of the riskiest. 1. Oracle's reliance on ...

Oracle keeps making investors nervous. Not just about the company itself, but about Big Tech's enormous bet on AI that has been the engine of our economic growth and the bull market. Why it matters: ...

(Bloomberg/Jeran Wittenstein) — For anyone concerned that artificial intelligence is fueling a bubble in technology stocks, Oracle Corp. has entered the conversation. Shares of the database software ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...

Here are the five bubble hallmarks listed in my last column, which I will use to guide my thoughts on whether the AI complex is in a bubble: (1) explosive share price gains, (2) a compelling narrative ...