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News

OPINIONS

 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...

 top-analyst-says-oracles-irresponsible-ai-bet-differs-from-healthy-microsoft-and-google-demand-a-bad-business-with-very-low-margins

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

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

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

 burrys-big-short-20-from-palantir-hype-to-big-techs-frauds-of-the-modern-era

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

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

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

 bernie-sanders-left-senators-slam-trump-for-ai-driven-power-price-surge-forcing-americans-into-bidding-wars-with-big-tech-report

Bernie Sanders and a group of Democratic senators have reportedly raised concerns to the White House about the surge in electri...

 michael-burry-doubles-down-on-ai-bubble-claims-as-short-trade-backfires-says-oracle-meta-are-overstating-earnings-by-understating-depreciation

Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early...

 oracles-ellison-gets-more-employees-after-ceo-swap---bloomberg

https://www.bloomberg.com/news/articles/2025-11-10/oracle-s-ellison-in-charge-of-more-employees-after-ceo-swap

 amazons-150-billion-ai-capex-surge-could-force-its-first-big-bond-deal-in-years

Amazon may need to tap Wall Street for funds as it faces rising AI and data center spending, despite sitting on $84 billion in ...

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