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News

OPINIONS

 baird-maintains-outperform-on-oracle-lowers-price-target-to-315

Baird analyst Rob Oliver maintains Oracle (NYSE:ORCL) with a Outperform and lowers the price target from $365 to $315.

 arm-becomes-power-efficiency-engine-for-ai-wins-big-with-amazon-google-and-meta

Arm Holdings' Neoverse platform is powering major hyperscalers and offering energy-efficient and scalable solutions.

 amazon-raises-15-billion-in-oversubscribed-bond-sale-amid-surging-ai-cost

Amazon is returning to the bond market with a $15 billion sale as it ramps up AI spending, joins rivals Meta and Oracle in a ma...

 ready-for-a-rebound-here-are-10-oversold-stocks-to-watch

Many popular stocks have been beaten down to attractive levels, creating potential opportunities for those eyeing a rebound. 

 micron-nvidia-apple-among-q3s-hot-list-as-hedge-funds-load-up-on-tech-all-over-again

Hedge funds bet big on tech stocks in Q3, with Micron, ASML, Apple, Nvidia, AMD and TSM dominating.

Core News & Articles

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, 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 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 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 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

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

 marshall-browning-hospital-selects-oracle-health-communityworks-to-optimize-financial-outcomes-enhance-patient-care

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

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

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

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

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