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OpenAI's Revenue Growth Reportedly Slows As Anthropic Pulls Ahead – Which AI Stocks Could Feel The Ripple Effects?
OpenAI’s revenue rose 18% quarter over quarter in Q2, while Anthropic’s sales doubled, according to the Wall Street Journal.
Stocktwits
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AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers
Four companies, Amazon, Alphabet, Meta Platforms, and Oracle dominate AI bond supply, expected to reach $400B in 2027. Investors push back on prices.read more...
Benzinga
Should You Buy Oracle Stock Despite Its Big AI Data Center Bet?
ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.
Zacks
Everpure Stock Hits Record High – TD Cowen Says Oracle Could Be Its New Hyperscale Customer, Sees Meta Revenue Growth Ahead
TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.
Stocktwits
Oracle Just Raised Its Dividend for a 12th Straight Year to $2 a Share, Even as AI Spending Pressures Free Cash Flow. Is Larry Ellison's Payout Still Safe?
Key PointsOracle's earnings, backlog, and modest payout ratio provide a solid cushion for the dividend...
Nasdaq News: Markets
WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter More than two months ago, long before most Wall Street analysts had any clue that the bulk of the AI buildout commitments were diligently hidden in various off-balance...
Zero Hedge
Why Oracle (ORCL) Dipped More Than Broader Market Today
Oracle (ORCL) concluded the recent trading session at $146.71, signifying a -2.53% move from its prior day's close.
Zacks
What's Going On With Oracle Stock Monday?
Oracle trades lower as massive AI capital spending, negative cash flow, and Michael Burry's short warning weigh on ORCL stock.read more...
Benzinga
Michael Burry Says ‘You Could Have Heard It First’ — As Big Tech’s $3T AI Spending Risk Comes Into Focus
The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.
Stocktwits
AI Money Moves Put These Five Stocks In Spotlight Last Week: NVDA, INTC, ORCL, AMD, SNDK
Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.
Stocktwits

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