CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Vandita Jadeja Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands…
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in…
Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not add up, and the answer determines…
Vandita Jadeja Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle’s own…
Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.
Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute…
Alex Sirois Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is climbing midday Tuesday, up 4% to $57.42, one session after Evercore ISI downgraded the shares. The bounce erases Monday’s selling and puts…
Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing…
Vandita Jadeja Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet…
Omor Ibne Ehsan Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are sliding in early Monday trading after the company disclosed that layoff costs would run meaningfully higher than previously flagged, overwhelming a friendlier signal…
