Microsoft and Oracle are chasing the same AI opportunity with nearly identical backlogs, yet their stocks have moved in opposite directions. The reason comes down to how each company is paying for…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
A fresh capacity expansion from CoreWeave (NASDAQ:CRWV) is landing alongside a broad rally in AI cloud names, and the group is outpacing large-cap tech by a wide margin. CoreWeave stock is at…
Oracle's bonds are now trading wider than the average junk-rated debt, and the fallout reaches further than most retirees realize. If you keep your "safe" money in a bond fund, there are…
Oracle just posted its strongest cloud growth in years, yet the stock sits near a 52-week low while Wall Street debates whether the debt-fueled AI buildout is a trap or a once-in-a-decade…
Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Both Microsoft and Oracle ended their latest quarter with a record backlog within striking distance of each other, but the financial machinery behind those matching numbers points to two very different bets…
Oracle is sitting on a record AI backlog that analysts say could justify nearly doubling the stock price, yet the company just posted negative free cash flow and its CFO cannot say…
Alex Sirois CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
Salesforce's AI products are growing at triple-digit rates while the stock sits near a 52-week low, and that gap between momentum and valuation may be exactly what the market keeps getting wrong.
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here.…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
Oracle is selling stock, piling on debt, and leaning on customer prepayments to go toe-to-toe with the richest company in cloud computing. Whether that funding gamble holds together may determine who controls…
