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Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid

Oracle’s updated analyst fair value estimate now stands at US$248.15, up from US$242.10, sharpening the focus on how experts are reassessing the stock. This shift reflects a tug of war between bullish analysts who highlight long term AI and cloud demand, and more cautious views that point to margin pressure, capital needs, and valuation worries. As you read on, you will see how this evolving narrative is taking shape and what signals to watch next. Stay updated as the Fair Value for Oracle...

A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but one lurking risk could blow the whole thesis apart.

Microsoft's decision to deploy AMD's Helios platform marks a major validation of its full-stack AI strategy and strengthens the company's long-term position in AI infrastructure.

The sell-off may have created an opportunity for long-term investors.

(Bloomberg) -- Uber Technologies Inc. said it has cut 10% of jobs within its customer service operations as part of a broader effort to simplify its ranks and “embrace artificial intelligence.” Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to

Alphabet (NASDAQ:GOOG) executives said the company’s second-quarter 2026 results were driven by broad demand for artificial intelligence across Search, YouTube and Google Cloud, while also signaling that heavy infrastructure spending will continue as capacity remains constrained. Chief Executive Su

Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are optimistic about MSFT because the company’s fundamentals haven’t deteriorated—it’s simply been caught in a speculative AI downturn. MSFT is becoming a popular buy-the-dip […]

Oracle might have to pay $7 billion in data center costs. Analysts are reacting by hitting the pause button.

The market is selling shares in a software giant as if its cash-generating days are numbered, yet the business is paying out more than double the average company.

Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion.

OpenAI’s revenue has all but stalled, while its flagship Stargate buildout with SoftBank and Oracle is getting the cold shoulder in Georgia.

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, and what they're betting on now.

CLSA started coverage of Oracle (ORCL) with a Hold rating and a $145 price target, which is among Wall Street's lowest. The call lands while Oracle sits near a 52-week low, down roughly 62% from its September peak. The rating itself is not the scary part, as a Hold rating is neutral by ...

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

Apple's stock isn't just priced for perfection. It's priced for domination.

The tech giant is showing strength in a weak market, but a closer look reveals it may be adding more of the same risk you already own.

The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

Larry Ellison’s net worth has dropped $66 billion this year to $181 billion, according to the Bloomberg Billionaire Index. The latest injury to his financials is the chance that Oracle (NASDAQ: ORCL), the company he founded, will need to provide $7 billion in collateral for a data center. This money is part of a deal ... Larry Ellison Loses $66 Billion

Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.

The revised projection is $150 billion above OpenAI’s February target, reflecting expanded cloud capacity and hardware requirements as it trains and operates larger AI systems.

Investing.com -- OpenAI is planning a massive data center complex in Effingham County, Georgia, near Savannah, according to The Wall Street Journal. The project underscores the extreme capital and energy demands required to power the next generation of AI. Core Project Details Power & Cost: OpenAI secured 3.2 gigawatts (GW) from Georgia Power—enough for ~2.4 million homes. It committed $20 billion locally to secure incentives, with total costs expected to exceed $30 billion at full capacity. Tim

The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities. On July 22, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), and three other hyperscalers are expected to spend more on capital expenditures than they generate in combined free cash flow by 2027. From 2025 through 2027, their […]

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.