Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their…
Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader…
Oracle walks into tonight's report carrying a backlog so enormous it rewrote what investor visibility means, yet the stock has shed a third of its value in a year and sits lower…
Thomas Richmond Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the…
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping…
Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives…
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal…
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to…
Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed…
Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks…
OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course…
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of…
Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital…
