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…
Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall…
A $3.5 billion convertible note plan from Snowflake (NYSE:SNOW | SNOW Price Prediction) weighs on Snowflake stock. Even so, the data cloud company structured the deal specifically to limit the dilution sellers…
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure. Something has to give, and the direction it…
IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak. The question is whether…
