Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

Oracle Corporation (NYSE:ORCL) is one of the 10 Best NYSE Stocks to Buy According to Analysts. On January 8, Wells Fargo ...

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...

Evercore ISI predicts that this network may create almost $76 billion in annual GPU cloud revenue, considering that each ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Still, much of the market, including Wall Street analysts, sees room to run in the AI sector. Here's one AI company to buy ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...