ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Transcript: Caroline WoodsJoining me now, Dan Niles, Founder and Portfolio Manager at Niles Investment Management. Dan, ...

“There’s nothing like it,” said Mr. White. “Chattanooga will be in the global spotlight for technology and entertainment like ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...

Lebanon’s Oracle deal promises digital reform but risks deepening dependency and exposure in a weakened state still at war ...

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be ...

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be ...