The P/E ratios have contracted and the CDS spreads have widened in all three cases, but Nvidia appears unscathed ...

Oracle may truck compressed natural gas to its New Mexico Project Jupiter data center to bypass pipeline delays.

The company used the approach at a Utah facility for over a year and is now weighing it for a stalled New Mexico project with ...

Credit default swaps on Oracle and Broadcom hit records as AI debt piles up. Nvidia's CDS is elevated too, but its stock has held steady.

Another factor was Wall Street. Mizuho raised Oracle to its top selection for the month of October and maintained a price objective of $320. The company estimates it has an AI cloud backlog of roughly ...

Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans ...

Oracle chief executive Mike Sicilia knows data centers have become villains in many parts of the country, convenient targets ...

Oracle partner to show AI running inside core ERP, high-volume operations and managed services, with live customer ...

Enterprise AI stocks haven't been big winners for investors over the past year, as Salesforce (CRM-1.76%) and Oracle ...

Apollo, Blackstone and Goldman Sachs are among the lenders in talks to finance megadeals worth tens of billions of dollars ...

Tencent signs a five-year deal to lease 100,000 AI chips from Oracle, running across data centers in Asia as AI compute ...

OpenAI has told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed.