Alex Haissl, Rothschild & Co. analyst, joins 'The Exchange' to discuss CoreWeave, Nebius and Oracle and why he's negative on ...
Today, Oct. 14, 2026, hotter-than-expected inflation data revived rate-hike bets, pressuring the enterprise software giant ...
The cost of insuring against US tech defaults has hit record levels in the latest sign of credit stress building in the AI ...
The cost of insuring against U.S. tech defaults has climbed to record levels, signaling growing credit stress in the AI trade ...
Oracle pledged 1 million dollars to help Doña Ana County residents recover from recent flooding damage.
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% ...
Oracle has revived attempts to secure approval for a natural gas pipeline extension needed to feed its 2.5GW Project Jupiter ...
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares ...
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David Grossman argues that leaders who mishandle AI-related layoffs risk losing the trust of the employees who remain.
CoreWeave default insurance exceeds 1,000 basis points as Oracle and SoftBank credit spreads surge, raising fresh concerns ...