Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
Oracle is experiencing its strongest growth phase in two decades, driven by increased demand for its AI and cloud services. This surge indicates a significant shift in Oracle's market position and strategic focus. The c…
Chainlink (LINK) has experienced a recent price surge, prompting analysis of its sustainability. Factors such as market sentiment, network adoption, and broader cryptocurrency trends are being examined to determine if t…
Oracle's recent updates, particularly in cloud infrastructure and AI, are being viewed favorably by investors. The company's strategic shifts and financial performance indicate a positive trajectory, though challenges r…
Oracle has launched Multicloud Universal Credits, offering customers a flexible payment model across different cloud environments. The new system aims to simplify cloud spending and resource allocation. Details are curr…
Oracle's stock dipped due to reports of thin margins on Nvidia chips used in their cloud infrastructure, raising concerns about the profitability of their cloud business and contributing to broader market anxieties refl…
Oracle's cloud business is showing promising growth, fueled by strategic acquisitions and a focus on AI infrastructure. However, challenges remain, particularly in securing sufficient Nvidia GPUs to meet growing custome…
The proposed US-China TikTok deal aims to address US national security concerns by restructuring TikTok's ownership and data handling. Oracle and potentially other US investors will gain significant stakes, while ByteDa…
The proposed TikTok deal under the Trump administration, involving Oracle and Walmart, raised concerns about benefiting politically connected billionaires more than addressing national security risks. The deal's structu…
While Trump signed off on a deal intended to address security concerns surrounding TikTok, many details remain unclear, including the specifics of Oracle and Walmart's involvement, the technical implementation of data s…