Oracle’s Big AI Bet Faces Problems Ahead of Earnings
Oracle’s massive AI expansion faces funding concerns ahead of earnings. Here’s why rising capex, debt plans, and data-center delays could pressure the stock.
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Nick Koziol
19 Articles
Investors Are Losing Patience as the ‘Magnificent Seven’ Keep Spending on AI
The Magnificent Seven are pouring billions into AI in 2026, pressuring free cash flow and valuations. Are these tech giants still good buys today?
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What Does Trump’s Planned Cap on Credit-Card Rates Mean for Financial Stocks?
Trump wants a temporary 10% cap on credit-card rates. Here’s how it could impact banks, card issuers, and why Visa and Mastercard may benefit.
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The U.S. Just Gave $2.7 Billion to Three Uranium Companies. What Does That Mean for Nuclear Stocks?
The U.S. just awarded $2.7B to uranium enrichment firms. Here's what it means for nuclear stocks, AI power demand, and investors in 2026.
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Oracle’s Stock Has Completely Erased Its AI Pop. Are Shares a Buy Today?
Oracle erased its AI-driven rally and is down over 50%. We break down cash flow risks, debt concerns, and whether ORCL is worth buying now.
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NextEra Energy Has Big Plans to Meet AI Power Demand – Is the Stock a Buy Today?
AI data-center demand is soaring, and NextEra Energy plans massive new capacity to meet it. Here's what investors need to know, and whether NEE is a buy today.
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