Nebius stock is surging on an AI deal with no disclosed price tag, and the reason the market barely blinked at the mystery price reveals exactly how investors are betting on the…
One group of shareholders walks away with cash at closing. The other inherits a renamed company on a new exchange carrying roughly $80 billion in debt, and the settlement terms make the…
Two midstream partnerships just got cheaper while their payouts stayed the same, pushing their yields above 6% and opening a window that income investors rarely see without taking on serious commodity risk.
Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths.…
Oracle just burned through billions in free cash flow while a $664 billion backlog sits waiting to convert, and Wall Street analysts are betting the gap between those two numbers holds the…
Alex Sirois A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027. Here is why the worst…
CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the…
HPE just shattered its 52-week high on a single session surge, yet its forward multiple still sits far below every major competitor building the same AI infrastructure boom. Something in the valuation…
Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing…
Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says…
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
A product launch has made Oracle (NYSE:ORCL | ORCL Price Prediction) the standout in enterprise software, with Fusion Claw extending the company’s push into agentic AI. Oracle stock is at $139.54, up…
The fuel cell trade is snapping back, and Bloom Energy (NYSE:BE) is recovering a portion of its sharp prior-session decline as buyers return to the whole group. Bloom Energy stock is up…
