Oracle Shares Slide 28% YTD as $664B Backlog Signals Future Revenue Growth
Despite a 28% year-to-date decline, Oracle's $664 billion backlog suggests a significant sales ramp, with the company trading at 17 times expected…
Despite a 28% year-to-date decline, Oracle's $664 billion backlog suggests a significant sales ramp, with the company trading at 17 times expected…
Valuation expert Aswath Damodaran warns Nvidia's $5 trillion market cap is unsustainable, arguing that AI must replace human labor to justify the…
Meta stock climbs 20% this month as investors bet on AI advancements and custom silicon ahead of the highly anticipated Connect developer…
Steve Eisman challenges AI labs to postpone IPOs if they truly fear runaway technology, warning that weakness at OpenAI and Anthropic threatens…
Micron Technology's upcoming Q4 earnings report serves as a pivotal indicator for AI market sentiment, with investors closely watching for margin performance…
Apple's legal battle with OpenAI over trade secrets underscores a broader talent exodus, as the iPhone maker shifts its AI reliance toward…
Tesla faces a critical pivot as it balances record vehicle deliveries and software growth against a 1.4% operating margin and heavy capital…
Tech markets gain 1.6% as AI giants face regulatory pressure and safety concerns, while Intel and SK Hynix rally on manufacturing expansion…
Jim Cramer projects a potential doubling of Meta Platforms' stock price over the next three to five years, citing an attractive valuation…
Broadcom trades at a 57% discount to consensus price targets as investors weigh concerns over hyperscaler capex cadence against the company's robust…
Chinese AI startups face a structural funding crisis as revenue lags significantly behind U.S. peers, despite exorbitant valuations reaching up to 163x…
Rising memory costs are squeezing margins for major tech firms, while chip manufacturers like Micron and Samsung capitalize on a supply-demand gap…