Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
SoftBank’s abandoning the AI lottery (Nvidia, startups) for the pick-and-shovel play. It’s unsexy but defensible, whoever ...
If 2024 was the year of higher for longer, 2025 will be remembered as the year of the Debasement Trade. It was a year where ...
Leaders from major technology companies said their clients are asking for more specific agentic AI solutions, and cloud ...
Digi Power X ( ($TSE:DGX) ) has issued an update. In a December 24, 2025 shareholder letter, Digi Power X detailed a transformative year in which ...
To understand what is in the cards for Nvidia in 2026, we need to go back and take a look at the most important moves the ...
Morning Overview on MSN
Oracle’s AI sprint backfires into its worst quarter since 2001
Oracle’s aggressive push to reinvent itself as an artificial intelligence heavyweight has collided with market reality, ...
TeraWulf Inc. (NASDAQ:WULF) is one of the most active US stocks to buy according to analysts. On December 19, Rosenblatt lowered the firm’s price target on TeraWulf to $20 from $24, while keeping a ...
Not sure whether to Ascend your Druid into Shaman or Oracle in Path of Exile 2? This guide breaks down both Ascendancies with ...
Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where ...
The primary driver behind the sustained sell-off is a dramatic escalation in projected spending. Oracle has raised its capital expenditure forecast for fiscal 2026 to almost $50 billion—a 43% increase ...
Strategic wins in data center expansion and sovereign cloud partnerships are redefining Oracle as the indispensable utility ...
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