Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up,…
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may…
NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one…
Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to…
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about…
A federal judge just froze David Ellison's dream of owning Hollywood's biggest studio, and the financial guarantee holding the deal together belongs to his father, whose personal fortune has been in freefall…
FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage…
Cramer named specific sectors he's betting on for late 2026 while calling out two popular investments as traps that investors should exit now, regardless of where they bought in.
Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in…
Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last…
One tech journalist is naming names, tracing a potential AI market collapse to a single company whose finances, now verified by auditors, reveal a gap between revenue and costs that dwarfs anything…
Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of…
Bond markets are flashing a warning that stock investors are choosing to ignore as Big Tech borrows at a historic pace to fund its AI ambitions. The question is whether this tension…
Rich Duprey IBM just suffered its worst single-day collapse since 1968, wiping out two years of gains in one brutal session. Wall Street analysts refuse to budge on their targets, creating one of the…
