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 ...
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 ...