Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

1 Reason Today Might Be the Best Time to Buy Oracle Stock

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

3 S&P 500 stocks that could soar 49% or more in 2026, according to Wall Street

If you're hoping for much higher returns in the new year, you could be in luck. Here are three S&P 500 stocks that could soar ...

Broadcom Fell 5x Its Daily Standard Deviation - Here Is Why

Broadcom experienced an 11% single-day drop, but unlike Oracle, this is not driven by fundamental concerns. Read more on AVGO ...

Wall Street sees AI bubble coming and is betting on what pops it

From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.

Asian shares slip after Wall Street logs its worst day in 3 weeks

Shares fell Monday in Asia as China reported investment fell in November in the latest signal that demand in the world's ...