Jensen Huang outlines how energy capacity underpins AI leadership, reframing U.S.–China competition as an infrastructure and ...

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

Nvidia Corporation Q3 FY2026 beats: revenue +26% to $57B, Data Center strength, China H200 reopening & Rubin launch catalysts. Click for this NVDA stock update.

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

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 ...

Legendary investor Michael Burry is once again grabbing Wall Street’s attention—this time by turning bearish on Oracle (ORCL) ...

We recently published 11 Stocks on Jim Cramer’s Radar . Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer ...

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

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

Nvidia’s Rubin platform may obsolete Blackwell, boosting chip depreciation risk for hyperscalers amid weak AI monetization.

Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion ...

In recent months, Oracle has doubled down on AI-focused cloud infrastructure, ramping capital spending, expanding data ...