Oracle Corporation delivers database and cloud solutions with activity often viewed alongside s&p 500 futures.
Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and ...
Big Tech’s AI spending plan has split investors, as analysts warn of bubble risks even while cloud growth signals a historic ...
At the start of his second term, Kirkpatrick says, Trump was in an “even tighter” spot. But six months later, Trump’s financial situation had substantially improved. Kirkpatrick has done a full ...
Still, all this hasn’t much affected investment in AI disruptors such as ElevenLabs. And even AI chipmakers such as IPO-bound Cerebras and Positron keep getting bucketloads of funding, as investors ...