AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure ...

In December 2024, I predicted that Nvidia would be a better Dow stock to buy than Amazon because of its reasonable valuation ...

Quick Read Mizuho rates Nvidia as its top semiconductor pick with a $275 price target. Berenberg upgraded CrowdStrike to buy.

Do they own any NVIDIA? Sometimes, they might replace NVIDIA in that question with Apple or Amazon or Tesla, but the point is ...

The stocks of Broadcom and AMD could have higher upside than Nvidia in the coming years. Nvidia ( NVDA +0.03%) is the king of ...

Mar Vista U.S. Quality Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 ...

Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 ...