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Behind Oracle’s AI Boom Lies A Balance-Sheet Time Bomb: Here Are 3 Red Flags
↗
December 11, 2025
Oracle’s booming AI-cloud orders mask rising concerns over soaring RPO quality, negative free cash flow, heavy leverage, and mounting credit-risk signals that have unsettled Wall Street.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
DELL Pops, HPQ Drops After Quarterly Earnings — Here’s What’s Really Driving The Split
↗
November 25, 2025
Dell’s AI server orders were at a record $12.3 billion in Q3, and it continues to see increasing momentum, while HP is striving to make headway with its AI efforts.
Via
Stocktwits
Topics
Artificial Intelligence
Top Economist Warns White-Collar Workers Are Facing Their 'Detroit Auto Worker' Moment As AI Begins Replacing Cognitive Jobs
↗
November 17, 2025
Economist Justin Wolfers warns AI is coming for white-collar jobs, calling it their "Detroit auto worker" moment.
Via
Benzinga
Topics
Artificial Intelligence
Howard Marks Draws Parallels Between AI Boom, Dot-Com Bubble: Market Is 'Lofty But Not Nutty,' Not 'Mania' Yet
↗
November 17, 2025
Legendary investor Howard Marks warns of parallels between current market excitement over AI and 1999 dot-com bubble.
Via
Benzinga
Topics
Artificial Intelligence
Oracle’s Cloud And Revenue Ambitions Draw Wall Street’s Backing
↗
October 17, 2025
Via
Stocktwits
Oracle Stock Dips Premarket: Analyst Thinks Gains May Be Cooling As Investors Digest 'AI World 2025' Updates
↗
October 17, 2025
Via
Stocktwits
BofA Expert Warns AI Boom Needs 'More Land' Than Singapore,' More Energy' Than Japan,' As Growth Faces Massive Bottleneck
↗
November 14, 2025
A BofA expert warns the AI boom needs 'more land than Singapore' and 'more energy than Japan,' facing a massive infrastructure bottleneck.
Via
Benzinga
Topics
Artificial Intelligence
Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not Bubble: '2-3 Years Left' In Tech Bull Market
↗
November 07, 2025
Top analyst Dan Ives predicts Nasdaq 30,000, arguing the AI revolution is not a bubble and the tech bull market has "2-3 years left."
Via
Benzinga
Topics
Artificial Intelligence
Mohamed El-Erian Warns Some AI Names Will 'End Up In Tears' But Supports Limited Winners In AI's 'Rational Bubble'
↗
October 31, 2025
Allianz's Mohamed El-Erian warns some AI names will "end in tears," calling the boom a "rational bubble" with limited winners.
Via
Benzinga
Topics
Artificial Intelligence
Oracle’s AI World Conference To Shed Light On Cloud Margins And Ambitions: Report
↗
October 13, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Elon Musk Thanks Satya Nadella As Microsoft Welcomes xAI’s Grok 4 Model To Azure AI Foundry
↗
September 30, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Why Oracle Stock Rose In After-Hours Trading Today
↗
September 25, 2025
Via
Stocktwits
Justin Wolfers Says Calling AI Bubble Is A Bit Like Trying To Spot The Top Of Mt. Everest, Economist Questions 'Confident Bears'
↗
October 20, 2025
Is it an AI bubble? Justin Wolfers says valuations "actually do make sense," but warns, "Anyone who expresses certainty... shouldn't."
Via
Benzinga
Topics
Artificial Intelligence
Jeff Bezos Touts Data Centers In Space As Samsung And OpenAI Plan Floating Data Centers In The Ocean
↗
October 16, 2025
As AI strains grids, Samsung & OpenAI plan floating ocean data centers. Tech leaders like Jeff Bezos say the future of compute is in space.
Via
Benzinga
Topics
Artificial Intelligence
Why Ericsson’s Stock Is Climbing Over 12% Premarket Today
↗
October 14, 2025
Cloud Software and Services sales grew 9% on an adjusted basis, driven by strong growth in core networks.
Via
Stocktwits
Topics
Government
World Trade
Oracle Stock In Spotlight After Analyst Says Market ‘Materially Overestimates’ Worth Of Cloud Contracts
↗
September 25, 2025
Via
Stocktwits
Oracle’s AI Surge Triggers Wall Street Upgrade And Price Target Hikes
↗
September 10, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Oracle Stock Rally Catapults Larry Ellison Close To 'Friend' Elon Musk For Title Of World’s Richest Man
↗
September 10, 2025
Via
Stocktwits
Justin Wolfers Warns Of 'Two Economies:' 'We're On The Cusp Of A Non-AI Recession'
↗
October 13, 2025
Economist Justin Wolfers warns of "two economies." An AI boom masks that the rest of the economy is "on the cusp of a non-AI recession."
Via
Benzinga
Topics
Artificial Intelligence
Economy
OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos
↗
October 08, 2025
Is the AI boom a jobs-killing bubble? Experts warn the OpenAI, Nvidia & Oracle financial loop may be a high-tech house of cards.
Via
Benzinga
Topics
Artificial Intelligence
Ken Griffin Warns AI Boom Could Take Decades, Not Years: 'Could Be 20 Years...It Can Be 30 Years'
↗
October 07, 2025
Citadel's Ken Griffin warns on AI hype, saying the dream is "20 years" away, and sounds the alarm on high inflation and a falling US dollar.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Jeff Bezos, David Solomon And Now Sam Altman Warns Of A Brewing AI Bubble, But Expert Says 'They Want The Bubble To Pop:' Here's Why
↗
October 07, 2025
Tech leaders warn of an AI bubble, but an expert claims they want it to pop. Find out why a market crash could be their winning strategy.
Via
Benzinga
Topics
Artificial Intelligence
Chamath Palihapitiya Warns AI Push By GOOGL, META, MSFT And AMZN Using NVDA Chips Could Double Electricity Rates
↗
October 06, 2025
Chamath Palihapitiya warns the AI push by Google & Meta could double electricity rates, predicting a PR crisis over soaring consumer costs.
Via
Benzinga
Topics
Artificial Intelligence
Dot-Com Bubble Clone Or Bull Market? Get Ready For 1999-Style Market Melt-Up, Warns Fidelity's Timmer As He Notes 'Juicy' Similarities
↗
October 03, 2025
Fidelity's Jurrien Timmer warns of a 1999-style "melt-up," noting juicy similarities between the current AI boom and the dot-com bubble.
Via
Benzinga
Topics
Artificial Intelligence
Jim Cramer Sees AI Spending 'Revulsion' Clash With 'Desperate' Demand As Top Analyst Warns AI Investments Mirror Dotcom Bubble On 'Steroids'
↗
September 24, 2025
Jim Cramer sees a clash in AI spending as GQG Partners warns the boom is a 'dotcom bubble on steroids' with dangerous overvaluations.
Via
Benzinga
Topics
Artificial Intelligence
Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors'
↗
September 23, 2025
Short-seller Jim Chanos challenges NVIDIA's AI factory costs, warning estimates are "well above" what data center firms tell investors.
Via
Benzinga
Topics
Artificial Intelligence
Big Tech Stocks Mirror Dotcom Bubble But On 'Steroids,' Says Top Analyst: Could Repercussions Be More Pronounced Than 1999 Crash?
↗
September 18, 2025
GQG Partners report warns the AI tech bubble may be worse than the 1999 crash, citing record CapEx and "dotcom-era overvaluation."
Via
Benzinga
Topics
Artificial Intelligence
Why Did Oracle Stock Rise 4% Today?
↗
September 16, 2025
According to a CBS News report, Oracle's involvement reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations.
Via
Stocktwits
Topics
Government
Short-Seller Jim Chanos Bets Against AI Hype, Challenges Brookfield's Data Center Projections Of 10X Growth By 2034
↗
September 15, 2025
Famed short-seller Jim Chanos bets against AI hype, taking the "under" on Brookfield's forecast of 10x AI data center growth to 82GW.
Via
Benzinga
Topics
Artificial Intelligence
Why Oracle Stock Skyrocketed Nearly 30% In After-hours Trading Today
↗
September 09, 2025
Oracle’s first-quarter Cloud revenue jumped 28% to $7.19 billion, with the Cloud infrastructure revenue soaring 55% to $3.3 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
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