News

Oracle stock fell 4% Thursday after the company sent a notice to its developer seeking protection from higher costs tied to the 2028 project

Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.

Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bloomberg's recent report about Oracle's (ORCL) declaration of a force majeure at its AI data center in New Mexico.

MGM Resorts International (MGM) stock is sinking in Tuesday's pre-market trading after billionaire Barry Diller dropped his buyout offer, while still maintaining his 27% stake in the company. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley react to this headline.

Oracle (ORCL) issued a force majeure notice to Project Jupiter's developer, a unit of Blue Owl Capit

Here's a check of the markets in the first few minutes of trading.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between

↘️ MGM Resorts (MGM): Shares slid in premarket trading after Barry Diller said he was withdrawing his bid for the casino operator. ↘️ Meta Platforms (META): The tech giant's shares fell about 2% premarket after it announced new pairs of smart glasses and a hand-held device that would integrate its Muse AI agent.

Data center demand is tightening labor and materials, pushing CRE construction costs higher as contractors face longer lead times.

Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool. The stocks covered below are...

MIT Technology Review explains what happens when the AI bubble bursts and why hyperscalers face a trillion-dollar reckoning.

Oracle is back in focus after a volatile run in its share price, and the key issue now is whether the cash the business can generate is enough to justify where the stock trades today. Over the past 5 years, Oracle has delivered a total return of 69.5%, which puts real weight on the question of whether its future cash flows can support that kind of long haul. Heavy investment in AI data centers, health software and life sciences platforms, alongside rising debt funding and layoffs, may...

Oracle currently trades at $149.10 per share and has shown little upside over the past six months, posting a small loss of 3.4%. The stock also fell short of the S&P 500’s 18% gain during that period.

Oracle’s latest layoffs are scheduled for November.

Paramount has discussed bringing Elon Musk in as an equity investor as its stock trades near multi-year lows.

Massive artificial intelligence investments that are increasingly being financed with debt could tri

A witch’s brew of rising debt levels, higher costs of capital and contagion risks is bubbling.

Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]

Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.

Michael Burry did not short a stock this time. He went through the fine print of five balance sheets and published what he found on September 19.

Paramount executives have discussed asking billionaire Elon Musk to join a syndicate of equity investors, Semafor reported.

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.