AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and ...

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

Higher and higher they went, with shares of tech giants Amazon AMZN, Microsoft MSFT, Google-parent Alphabet GOOGL, Meta Platforms META and Oracle ORCL riding the excitement over artificial ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.

Oracle stock has plummeted by 41% from its September peak, despite soaring demand for its artificial intelligence infrastructure. The U.S. economy has a history of producing the world's most valuable ...

In recent years, big tech companies have invested hundreds of billions of dollars in artificial intelligence infrastructure. Although capital expenditures (servers, chips, and buildings) generally ...

It’s been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...