Oracle Corp
- Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors - Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.
- TikTok signs agreement to create new U.S. joint venture, memo says - TikTok's U.S. operations will be housed in a new joint venture, according to a memo sent to employees by CEO Shou Zi Chew.
- Oracle stock dips 5% on report Blue Owl Capital won't back $10 billion data center - The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
- Hyperscaler AI spending could slow down if Oracle shows 'discipline' - CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
- South Korea stocks lead losses in Asia for a second day as tech sell-off continues on Wall Street - Markets in Australia started the day higher, while markets in Japan and South Korea fell.
- AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
- Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects - A slew of tech giants, including Amazon Web Services, Apple, Google Public Sector, Dell Technologies, Microsoft, Nvidia and OpenAI, are listed as partners.
- Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
- Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
- Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.