The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL | ORCL Price Prediction) trades near $190 against a…
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest…
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and…
I keep hitting the buy button on Oracle (NYSE:ORCL | ORCL Price Prediction) because I have rarely seen a backlog like the one this company is sitting on, and I want to…
Vandita Jadeja Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should…
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL | ORCL Price Prediction) has rallied 24%…
Joel South Salesforce (NYSE:CRM | CRM Price Prediction) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce…
It’s been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in…
SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI)…
The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what’s the cause of the latest wave of cuts? Some would argue…
Oracle (NYSE: ORCL | ORCL Price Prediction) has been one of the most volatile mega-caps in the market over the past year, surging from the $130s into the $300s before unwinding back…
Vandita Jadeja Oracle (NYSE:ORCL | ORCL Price Prediction) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an implied upside of roughly 49% between current levels and…
Joel South 
