With Dr. Michael Burry reportedly buying the dip in some of the battered software names, it might seem like it’s safe to get back into the SaaS as the so-called SaaS-pocalypse or…
Oracle (NASDAQ: ORCL | ORCL Price Prediction) surged 29.4% in a single week, fueled by AI infrastructure announcements and a massive remaining performance obligation backlog. But the weekly pop masks structural risks…
Oracle (NYSE:ORCL | ORCL Price Prediction) has bounced sharply off its lows, but a debt load of over $124 billion, revenue concentration in a single customer, and a valuation demanding near-perfection make…
Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in one spot, and tap the best tools wherever they live. Multicloud setups…
Rich Duprey NVIDIA Corporation (NASDAQ:NVDA | NVDA Price Prediction) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another…
I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly…
Bloom Energy (NYSE:BE) stock surged 23% in Tuesday trading, extending a powerful run that has made it one of the most talked-about names in the energy sector. The move builds on a…
Bloom Energy (NYSE:BE) stock is up 14% in early trading today, and Oracle (NYSE:ORCL | ORCL Price Prediction) stock is up 7%, after the two companies announced an expanded partnership to deploy…
Ray Dalio’s a brilliant investor who’s worth paying close attention to, not just because of his impressive wealth-compounding track record, but because the man knows the importance of balancing risk with reward.…
Oracle (NYSE:ORCL | ORCL Price Prediction) shares are spiking 11% higher on Monday, moving from $138.09 to $153 in heavy trading. The move comes after a brutal stretch for ORCL stock, which…
Tech company Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has staged a dramatic reversal in the semiconductor sector over the past year. With the stock trading at $245.04, our model points…
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the…
Oracle (NYSE: ORCL | ORCL Price Prediction) is trading near $146 while Wall Street’s consensus analyst price target is up at $246.46, a gap of over 68%. The stock is down 24.9%…
Trey Thoelcke Oracle (NYSE:ORCL | ORCL Price Prediction) has undergone a staggering valuation reset, currently trading at $146.38, a 58% plunge from its 52-week high of $345.72. Despite the share price collapse, the company’s…
David Beren Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
