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Why Wall Street’s Breakup Fantasy Doesn’t Work for Netflix

Breaking up a $326 billion streaming giant sounds straightforward until you try to draw the lines. Netflix's financials reveal a business so deliberately tangled that carving out its studio, ads, live events, or games…

Trey Thoelcke · 1 week ago

Discount Hyperscaler: Oracle’s Direct Threat to AWS

Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can…

Alex Sirois · 1 week ago