Computer Services

Why a ‘hiccup’ in the AI supply chain is a top market risk for 2026

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Why a ‘hiccup’ in the AI supply chain is a top market risk for 2026

A “hiccup” in the AI supply chain has emerged as one of the top market risks for 2026, according to analysts and industry reports. This refers to persistent structural bottlenecks and disruptions in the semiconductor ecosystem—particularly for advanced AI chips, high-bandwidth memory (HBM), substrates, and related components—that could slow the AI boom, inflate costs, delay … Read more

Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

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Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

Oracle’s Stock and Bonds Reel from AI Spending Fears: $100B Debt Load and OpenAI Bets Fuel Investor Jitters As Oracle stock AI spending fears grip Wall Street in December 2025, the cloud giant’s shares have cratered 45% from their September peak, shedding another 14% in the past week alone after a bruising earnings report that … Read more