A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that mispricing opens a door that deep-value bulls cannot afford to ignore much…
Joey Frenette AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story…
Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side of the ledger. One company has found a way to sidestep the…
Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in free cash flow last year while piling on debt. Before trusting that…
Alex Sirois Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious…
Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week lows, but each stock tells a completely different story about why the…
Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes…
Hydrogen and fuel-cell stocks are getting crushed Friday despite bull cases that still look intact, and the reason behind the selloff reveals just how fragile parabolic rallies can be when the market…
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting…
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.
Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the…
Oracle just scored a blockbuster Pentagon contract while its stock sits near a decade low and Larry Ellison has watched more than $200 billion evaporate from his net worth. Whether this deal…
Danielle Liverance Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but…
Vandita Jadeja The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
