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CNBC Daily Open: Concerns over Oracle's debt spill over into its projects
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
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Timeline cronologica
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CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
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CNBC Daily Open: Debt worries continue to weigh on AI-related stocks
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order.
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CNBC Daily Open: AI infrastructure stocks are taking a beating
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order.
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Hyperscaler AI spending could slow down if Oracle shows 'discipline'
CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
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CNBC Daily Open: Concerns over Oracle's debt spill over into its projects
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
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CNBC Daily Open: Oracle's debt seems to be affecting data center funding
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."