Bond vigilantes are now the arbiters of AI capex - BofA

With Oracle set to report earnings this week and capital expenditure plans closely watched, BofA says there's a new sheriff ...

Oracle: Ignore The Market Noise And Buy The Dip Going Into Earnings

Oracle (ORCL) is rated Strong Buy amid AI infrastructure growth and OpenAI ties, despite debt concerns. Read here for more ...
Wall Street Journal

Oracle Sales Top Expectations Against Uncertain Economic Backdrop

Selloffs continued to batter major U.S. stock indexes, with the S&P 500 entering bear-market territory Friday for the first time in more than two years. WSJ’s Caitlin McCabe looks at some of the key ...