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Oracle

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The market is demanding a significantly higher credit risk premium from Oracle. Photo: Tada Images / Shutterstock.com
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Protection against big tech defaults has become 2.5 times more expensive. Are AI-related debts no longer safe?
It is becoming increasingly expensive for data center owners to service their debt for AI infrastructure / Photo: Nebius
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Redburn Expects a Stock Market Crash for Non-Cloud Providers. What's Wrong with the AI Computing Market?
Trump called for not holding back AI development so as not to fall behind China / Photo: Andrew Leyden / Shutterstock.com
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Top Stories This Morning: Trump Opposes Slowing Down AI, Oil Prices Top $108, and Anthropic's Earnings
Oracle shares fell 1% the day after the earnings report / Photo: Jonathan Weiss / Shutterstock.com
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Cash Flow Is Still a Long Way Off: Why Oracle's Stock Has Stalled
Sam Altman told employees that OpenAI could slow down its development pace in coordination with other AI labs, but not all of them might agree / Photo: jamesonwu1972 / Shutterstock.com
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Top Stories This Morning: OpenAI May Slow Down Operations; “China’s Nvidia” Soars 206%
Photo: Below the Sky / Shutterstock
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Oracle's cloud sales exceeded expectations. The stock soared
Burry has long been waiting for the hype surrounding artificial intelligence to die down / Photo: Unsplash / Salvador Rios
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"Fall Will Be Interesting": An Investor from "Betting on a Downturn" Has Reduced Risks and Is Holding Cash
A positive response to OpenAIs new ChatGPT-6 Astra artificial intelligence model could boost investor confidence in Oracle stock / Photo: Tada Images/Shutterstock
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The success of OpenAI's new AI model could trigger a rise in Oracle's stock price — Morningstar
Markets will be focused on the release of the U.S. Consumer Price Index (CPI) for August—this figure could be decisive for the Fed when it makes its rate decision at its September meeting / Photo: STEKLO / Shutterstock
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U.S. inflation, Apple's latest products, Oracle's earnings report: What Investors Need to Know This Week
Chipmakers stocks have plummeted amid a bond sell-off
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Chipmakers' stocks have plummeted amid a bond sell-off
The liabilities of IT giants that are not reflected in their financial statements fall into two main categories. Photo: gguy/Shutterstock
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Tech Giants Have Hidden $3 Trillion in AI Liabilities Off Their Balance Sheets — WSJ
Michael Burry is reducing risk in his portfolio / Photo: Jim Spellman / WireImag
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Burry expects the AI sector to crash in 2028. How is he mitigating risks in his portfolio?
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