Oracle Q3 Preview: Secular Growth Acceleration Continues, Expect Lower FX Impact
Oracle's currency headwinds in 3Q are expected to alleviate due to the weak dollar over the past few weeks. Check out why I ...
TD Cowen says Microsoft cancellation of data center leases part of Open AI shift
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...
Forget Stargate. Apple now has its own $500 billion investment plan.
Two things ring familiar in Apple's (AAPL) latest announcement. For one, the $500 billion investment commitment matches the pledged amount of the Stargate initiative, through which companies like ...
Apple will invest $500 billion in the U.S. with a focus on AI
Apple (AAPL) said Monday that it will invest $500 billion in the United States over the next four years, with a focus on ...
Palantir: 83x Sales Ratio Points To A Retail-Driven Bubble
Palantir trades at an extreme 83x sales, resembling Yahoo! in 1999. Learn why PLTR stock's current valuation poses ...