“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...
Nvidia ( NVDA +1.14%) ended 2025 as the most valuable company in the world. It is one of nine S&P 500 ( ^GSPC +0.19%) stocks ...
Investors will be focused on Las Vegas this week, where executives from Nvidia and other technology heavyweights are due to ...
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
Bolivia's President Rodrigo Paz announced Tuesday that several large American technology firms plan to reveal investment plans in the country soon.
The Daily Overview on MSNOpinion

Why Oracle is now a poster child for AI bubble fears

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...
What Happened: Magouyrk's decision to sell 10,000 shares of Oracle was revealed in a Form 4 filing with the U.S. Securities and Exchange Commission on Wednesday. The total value of the sale is ...
Nvidia CEO Jensen Huang announces the launch of new AI chips that promise a fivefold improvement in computing power, set to ...
The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token ...