11:15am ET
Investing
Why Salesforce Stock Could Pop On August 26th
Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.
ORCL Coverage Page 14
11:00am ET
Investing
Oracle Price Prediction: Can Its $638 Billion Backlog Send The Stock Back Toward $250?
Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out…
10:30am ET
Investing
CoreWeave Sinks 7% as Rising Yields Test the Most Leveraged AI Landlord
While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
9:43am ET
Investing
AI CapEx Risk: Amazon And Oracle Are The Most Vulnerable Hyperscalers
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single…
10:06am ET
Investing
Steve Eisman Just Highlighted a Major Risk for the AI Boom — And It Doesn’t Appear to Bode Well for Nvidia
Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink…
8:24am ET
Investing
I Keep Buying Oracle Because It Will Become a Tier-1 Hyperscaler
The market keeps pricing Oracle like a legacy database company, but the numbers underneath tell a completely different story about where enterprise AI infrastructure is actually being built.
10:40am ET
Investing
Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side,…
11:00am ET
Investing
CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price Target
CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth…
7:22pm ET
Personal Finance
The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support…
11:00am ET
Investing
Oracle vs SMCI: Two AI Buildout Bets, One Big Catch
Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.
9:30am ET
Investing
54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet
With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers…
3:04pm ET
Investing
Nebius Is Rising While Oracle Falls: NVIDIA’s Massive $500 Billion Funding Plan Pushes the Stocks in Opposite Directions
NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when…
12:00pm ET
Investing
Prediction: Oracle’s Growth Story Has Entered a New Era, Eyes 40% Upside
Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends…
3:17pm ET
Investing
Fastly Stock Is Rising Today: What’s Driving It, and Are AI-Cloud Peers Moving Too?
Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not…
10:38am ET
Investing
Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning
Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in…