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News

OPINIONS

Core News & Articles
'Saba Capital Management Has Sold Credit D...
11/17/2025 16:28:12

Saba sells credit derivatives to hedge against tech stock risks, source saysSells Oracle, Microsoft, Meta, Amazon, Google CDSsA...

magnificent-seven-will-become-low-profit-tech-utilities-analyst-warns
Magnificent Seven Will Become Low-Profit T...
11/17/2025 14:30:20

Magnificent Seven, beware. Kai Wu says Wall Street's AI darlings are shifting toward a riskier, capital-heavy model.

steve-eisman-disagrees-with-michael-burry-on-ai-depreciation-math-dont-think-his-concerns-matter-that-much
Steve Eisman Disagrees With Michael Burry ...
11/17/2025 09:58:25

Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for AI infrast...

oracles-ai-strategy-shake-up-sparks-market-jitters-as-shares-plunge-25
Oracle's AI Strategy Shake-Up Sparks Marke...
11/16/2025 19:46:37

Oracle has seen a significant market reaction following its bold shift towards AI, resulting in a 25% drop in shares over the p...

warner-bros-discovery-rallies-on-strategic-review-potential-bids-from-paramount-comcast-and-netflix
Warner Bros Discovery Rallies on Strategic...
11/14/2025 19:44:14

Warner Bros Discovery shares gained Friday after the company initiated a strategic review, with The WSJ reporting that Paramoun...

oracle-credit-derivatives-jump-as-traders-rush-to-hedge-ai-bets--bloomberg
'Oracle Credit Derivatives Jump as Traders...
11/14/2025 19:02:18

https://www.bloomberg.com/news/articles/2025-11-14/oracle-credit-derivatives-jump-as-traders-rush-to-hedge-ai-bets

4-winners-to-consider-selling-as-markets-get-volatile
4 Winners To Consider Selling As Markets G...
11/14/2025 17:38:19

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/14/2025 17:35:17

marshall-browning-hospital-selects-oracle-health-communityworks-to-optimize-financial-outcomes-enhance-patient-care
Marshall Browning Hospital Selects Oracle ...
11/14/2025 14:08:59

Marshall Browning Hospital (MBH) will replace its legacy electronic health record (EHR) with Oracle Health CommunityWorks solut...

the-ai-bubble-is-bursting-but-not-for-the-reason-youd-think
The AI Bubble Is Bursting, But Not For The...
11/14/2025 13:34:49

AI stocks fall again, but not over weak demand. Wall Street warns supply bottlenecks may derail growth ahead.

david-teppers-hedge-funds-bets-on-amd-nvidia-in-q3-takes-profits-on-intel
David Tepper's Hedge Funds Bets On AMD, Nv...
11/13/2025 22:06:48

A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.

nasdaq-100-faces-worst-november-since-2008-as-ai-boom-hits-a-wall
Nasdaq 100 Faces Worst November Since 2008...
11/13/2025 18:56:41

The Nasdaq 100 is breaking its bullish November streak as AI infrastructure bottlenecks, led by CoreWeave, shake up 2025 tech m...

transatel-selects-oracle-communications-cloud-native-5g-signaling-core-to-enhance-its-connectivity-services
Transatel Selects Oracle Communications' C...
11/13/2025 13:12:35

Transatel, an NTT company and global pioneer in cellular IoT connectivity, has selected Oracle Communications' cloud native...

top-analyst-says-oracles-irresponsible-ai-bet-differs-from-healthy-microsoft-and-google-demand-a-bad-business-with-very-low-margins
Top Analyst Says Oracle's 'Irresponsible' ...
11/13/2025 11:29:26

Analyst Gil Luria calls Oracle's AI bet "" anirresponsibled a "bad business," contrasting it with "heal...

dow-jones-hits-record-highs-amd-jumps-whats-moving-markets-wednesday
Dow Jones Hits Record Highs, AMD Jumps: Wh...
11/12/2025 17:48:37

Blue-chip stocks hit record highs as investors rotate toward old-economy leaders; AMD surges, gold rallies, oil slides on OPEC ...

nebius-set-to-join-meta-and-oracle-in-the-ai-debt-club
Nebius Set To Join Meta And Oracle In The ...
11/11/2025 19:00:22

AI boom reshaping corp. balance sheets, Nebius NV plans to raise capital for expansion through debt, following path of Meta &am...

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/11/2025 17:35:15

burrys-big-short-20-from-palantir-hype-to-big-techs-frauds-of-the-modern-era
Burry's Big Short 2.0: From Palantir Hype ...
11/11/2025 17:04:05

Michael Burry's next short is against Big Tech's accounting games, accusing firms like Meta and Oracle of inflated earn...

these-20-stocks-now-make-up-half-of-the-sp-500heres-why-thats-risky
These 20 Stocks Now Make Up Half Of The S&...
11/11/2025 15:29:21

A new report shows the S&P 500 is now more concentrated than ever, with 20 companies making up over 50% of its value, drive...

Core News & Articles
'OpenAI's Stargate Project Gets $3 Billion...
11/11/2025 14:05:04

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

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