If we want to avoid making AI agents a huge new attack surface, we’ve got to treat agent memory the way we treat databases: ...

Oracle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this ...

Fear is being spread on social media that some AI players are nearing default. The evidence, some say, lies in the Bloomberg graphs below showing the widening CDS spreads of Oracle (NYSE:ORCL) and ...

A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...

Investing.com -- Shares in Oracle Corporation (NYSE:ORCL) are down as much as 37% from the record high set in September as investors turned wary of its debt-financed jump into artificial-intelligence ...

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Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P ...

Oracle default fears surge as its credit-default swaps jump to a two-year high, signaling rising investor anxiety. The five-year CDS spread nears 80 basis points, up from 55 earlier this year. The ...

Credit traders have been pricing in the possibility of Oracle defaulting on its debt, even as it continues to borrow more to fund its AI plays. The AI-fueled rally has greatly benefited U.S. equities ...