With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...
Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...
Amazon has gone essentially nowhere YoY as investors fixate on a $125B AI CAPEX "problem," despite re‑accelerating AWS, ...
Amazon ( AMZN +1.48%) has had a fairly disappointing 2025 so far. The stock has risen a mere 6% for the year, lagging the S&P ...
Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...
"Oracle is aggressively pursuing the inferencing market, as well as the AI-training market," Ellison said on the company's September earnings call with investors. "We think we are in a pretty good ...
HA Sustainable Infrastructure Capital has had an impressive run over the past six months as its shares have beaten the S&P ...
Nebius Group N.V.’s NBIS third-quarter 2025 results not only highlight a business that is moving at a breakneck speed but ...
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents ...
Amazon Autos is fresh from inking a deal with Ford Motor Co. to sell used Ford vehicles, but you wouldn’t know it by looking at the stock of a key competitor: Carvana Co. Claudia Assis is a San ...
Amazon is the world’s largest e-commerce company and reportedly processes approximately 12 million orders per day. The company regularly hires seasonal workers and also looks for part-time workers, ...
Investors were digesting another huge artificial intelligence-related debt deal as supply pressures weigh on credit spreads of major technology companies. Amazon.com Inc. AMZN on Monday raised $15 ...