
Oracle's $50B AI Bet Triggers 4% Stock Drop | 2026 Analysis
Oracle shares fell 4% after announcing a $45-50B AI infrastructure investment. Bondholders sue over disclosure failures as investors question AI spending returns.
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Oracle shares fell 4% after announcing a $45-50B AI infrastructure investment. Bondholders sue over disclosure failures as investors question AI spending returns.

On Tuesday, the big software companies enjoyed a revival when the new partnerships of Anthropic turned vague AI fears into concrete partnership

Nvidia stock is powered by AI demand, but GPU-backed debt, CoreWeave financing and Rubin upgrades create a sharper 2026 risk.

Shares of Micron Technology improved more than 5% to $447.32 on March 16, 2026, to a high of $454.86 in a single day when a strong demand in AI memory was

IREN stock surged 24% after securing a $9.7 billion GPU cloud services deal with Microsoft. Discover how the company's pivot from Bitcoin mining to AI cloud infrastructure has fueled a 496% rally in 2025.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

Indian equity markets suffer a $68.6 billion wipeout as AI fears batter IT stocks, sending the Nifty IT index to its worst monthly decline in 23 years. Find out what's driving the sell-off and what lies ahead for India's $300 billion IT industry.

Cantor Fitzgerald raises Nvidia's price target to $240, calling the chipmaker the "de facto AI infrastructure company" with a clear path to a $10...

Billionaire hedge fund manager David Tepper trimmed his Nvidia and Amazon positions in Q4 2025 while dramatically boosting his Micron stake by 250%. Is this a warning sign for AI stocks — or a calculated shift down the supply chain?

Sponsored guide to eight AI trading bot and free stock trading tools retail traders are using in 2026, including BulkQuant, Trade Ideas, and TradingView.

Nvidia has switched to being a capitalist on AI trends to playing an active role in influencing the wider infrastructure market. On 17 December

The market capitalization of Nvidia in the recent precipitous drop has raised serious alarm as to whether an AI bubble is bursting and whether interest in...