Oracle's AI Bet: Equity Wins And Credit Waits

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

Oracle (ORCL) Fell Due to Investors’ Concerns About Its Aggressive Spending Plans

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...

90% of Nvidia's customers now buy this -- and it's not GPUs

Nearly 90% of customers purchasing Nvidia AI systems also buy networking products. The company has expanded its networking portfolio, tapping into the demand for ultra-fast networking gear necessary ...

QuantumScape Corporation (QS): A Bull Case Theory

We came across a bullish thesis on QuantumScape Corporation on The Frugal Investor’s YouTube Channel. In this article, we ...
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OpenAI ads possible in Q1, Polymarket says: Why that could hurt AI stocks like NVDA, ORCL

For years, Sam Altman said he hated ads, calling them “last resort.” Yet, prediction markets are betting he won't have a ...
Nairametrics

Sergey Brin overtakes Bezos, becomes world’s third-richest as Alphabet hits $4 trillion

Sergey Brin, a cofounder of Google, has become the world’s third-richest person. Thus, overtaking Amazon founder Jeff Bezos and Oracle chairman Larry ...

U.S. stocks rise after solid bank earnings; Iran tensions ease

Investors were on guard ahead of TSMC’s print on Thursday. The chipmaker is widely considered as a bellwether for the ...