Oracle just posted its strongest cloud growth in years, yet the stock sits near a 52-week low while Wall Street debates whether the debt-fueled AI buildout is a trap or a once-in-a-decade…
Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Both Microsoft and Oracle ended their latest quarter with a record backlog within striking distance of each other, but the financial machinery behind those matching numbers points to two very different bets…
Oracle is sitting on a record AI backlog that analysts say could justify nearly doubling the stock price, yet the company just posted negative free cash flow and its CFO cannot say…
Alex Sirois CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
Salesforce's AI products are growing at triple-digit rates while the stock sits near a 52-week low, and that gap between momentum and valuation may be exactly what the market keeps getting wrong.
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here.…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
Oracle is selling stock, piling on debt, and leaning on customer prepayments to go toe-to-toe with the richest company in cloud computing. Whether that funding gamble holds together may determine who controls…
Oracle's Larry Ellison quietly pledged shares in two of the world's most closely watched companies as collateral for loans tied to a media empire his son now controls at a steep loss.…
Oracle's cloud backlog is surging past $664 billion while free cash flow sits deep in negative territory, and the CFO refused to name a date when that flips. Something has to give,…
Relief is flowing back into the specialized AI cloud providers that absorbed the biggest damage in last week’s selloff. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $176.60, up 3%,…
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly…
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
