Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
26 Aug, 2026, 10.21 PM IST
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
24 Jul, 2026, 01.09 PM IST
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
20 Jul, 2026, 06.09 PM IST
TCS Q1 results after party: Infosys, Wipro, other IT stocks jump up to 4%. Why are analysts bullish despite AI worries?IT stocks including Infosys, Wipro, HCL Tech and Tech Mahindra rose sharply after TCS delivered a better-than-expected Q1 performance. Brok...
10 Jul, 2026, 10.01 AM IST
Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
11 Jun, 2026, 08.04 AM IST
Oracle stock plunges over 7% as OpenAI data-center timeline slips to 2028 — Why Oracle’s debt-funded AI expansion is raising red flags again and againOracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracle’s $300B AI build-out faces new pressure after...
12 Dec, 2025, 10.50 PM IST
Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worriesAnalysts have said a big portion of Oracle's capital expenditure is tied to OpenAI-related datacenters. That has sparked investor worries a...
10 Dec, 2025, 12.10 AM IST
Oracle stock plunges 30% as heavy debt and AI uncertainty rattle markets — is ORCL’s deep slide a genuine buy-the-dip opportunity or another warning sign?Oracle stock has fallen nearly 30% in a month as debt worries and AI-related uncertainty hit sentiment. The company has added tens of billi...
26 Nov, 2025, 08.56 PM IST
Oracle stock crashes 25% in a month — what’s behind the tech giant’s sudden meltdown?Oracle stock crashes 25% in a month, wiping out billions in market value as investors panic over rising AI costs, shrinking margins, and sl...
12 Nov, 2025, 06.41 PM IST
ET Explainer: How Oracle became the new Nvidia amid AI cloud surgeOracle's stock experienced a significant 36% surge following the announcement of multi-billion-dollar AI cloud deals, including a substanti...
12 Sep, 2025, 06.00 AM IST
How is Oracle stock performing today after yesterday's blockbuster performance? Here's the latestOracle stock today: Oracle stock fell after a massive rally driven by AI demand. The stock surge briefly pushed Larry Ellison closer to bec...
11 Sep, 2025, 10.20 PM IST
Explained: What's behind the Oracle rallyOracle reported a massive increase in contract bookings for its cloud infrastructure, due to rising artificial intelligence (AI) workloads....
11 Sep, 2025, 01.48 PM IST
Explained: What Oracle's 36% rally means for OFSS shareholdersOFSS shares saw early gains following Oracle Corp’s historic 36% rally, but later gave up all profits after the company clarified no materi...
11 Sep, 2025, 01.24 PM IST
After firing thousands, Oracle’s Larry Ellison could overtake Musk as the richest person today as stock skyrocketsLarry Ellison net worth 2025: Oracle's stock is surging over 32% following an ambitious AI cloud revenue forecast, potentially boosting Lar...
10 Sep, 2025, 06.00 PM IST
Oracle stock soars after revealing massive $30 billion annual cloud deal in filingOracle shares surged to a record high after an SEC filing revealed a cloud deal projected to generate over $30 billion in annual revenue st...
30 Jun, 2025, 09.54 PM IST
Oracle tumbles as strong cloud competition, Cerner weakness dent forecastThe stock has risen 55% this year on optimism the rise of generative AI would drive up cloud demand. Lower-than-expected revenue for the fi...
13 Sep, 2023, 06.57 AM IST
Oracle tumbles over 10% as strong cloud competition, Cerner weakness dent forecastThe company was on track to lose more than $30 billion in market value. The stock has risen around 50% this year on optimism the rise of ge...
12 Sep, 2023, 08.33 PM IST