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Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are…
Salesforce has shed nearly a third of its value this year while continuing to beat earnings estimates, and at least…
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and…
Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial…
Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to…
Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case…
Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a…
A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that…
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether…
Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side…
Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in…
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily…
Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week…
Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad…
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