4don MSNOpinion
When the AI bubble pops, Nvidia becomes the most important software company overnight
Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
Oracle Corporation shares declined sharply on December 17, 2025, following reports that its largest data center development partner has withdrawn support for a massive artificial intelligence ...
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
What Happened: Magouyrk's decision to sell 10,000 shares of Oracle was revealed in a Form 4 filing with the U.S. Securities and Exchange Commission on Wednesday. The total value of the sale is ...
Three health systems reported that patient information may have been involved in a data security incident tied to Cerner, the EHR vendor now known as Oracle Health. Lake Regional Health System (Osage ...
After being laid off by Oracle, Clair Todd has spent about two years job hunting, reselling antiques, and rethinking her pivot to the tech industry.
Oracle Stock Crash: The pullback raised fresh questions about how Oracle plans to finance its rapidly expanding AI and cloud infrastructure, just as investor scrutiny over debt levels intensifies.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results