The current AI-driven market shows striking similarities to the late 1999 Internet Boom, with tech stocks making up 55% of the U.S. market cap and semiconductors alone at 20%. This concentration surpasses the dot-com era, raising concerns about systemic risks, especially with massive vendor financing deals like Oracle's $300 billion OpenAI investment. These parallels suggest the market may be in a late-stage tech bubble, warning investors to be cautious amid potential volatility.
Oracle is experiencing record high credit default swap prices, over 20,000 layoffs, and project delays due to a force majeure notice on a key data center. OpenAI, dependent on Oracle's infrastructure, postponed its IPO to 2026 and faces urgent fundin...
Oracle's stock rose 5% following the launch of Fusion Claw, a new product that powers 25 agentic AI applications designed to automate complex enterprise workflows. This launch sets Oracle apart from rivals Salesforce and ServiceNow, whose stocks decl...
The New York Stock Exchange (NYSE) pre-market update on September 29, 2026, featured key developments including Envisagenics partnering with Boehringer Ingelheim to develop precision therapies for hard-to-treat cancers. Oracle introduced Fusion Claw,...
Oracle introduced Fusion Claw, a new AI-powered runtime that enables its Fusion Agentic Applications to autonomously handle complex business processes at scale with built-in governance and security. The technology combines AI reasoning with determini...
Oracle is currently rated a Buy for the next 18–24 months, trading at a forward earnings multiple of 16x, which is lower than its hyperscaler peers. The valuation discount is mainly due to a $24 billion cash gap between capital expenditures and opera...
