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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Tech Stocks
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There’s a revolution on the battlefield and a bull market in drone stocks
“Many critical resource projects take 5 – 10 years to go from an idea on paper to producing raw materials. So, when a resource market trends in one direction, the trend tends to last for years.”
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CoreWeave’s $55 Billion Backlog Marks the Next Phase of the Neocloud Boom
CoreWeave's $14B Meta deal put neocloud stocks in the spotlight. See how CoreWeave stock and its rivals stack up against AWS, Azure, and Google in the AI race.
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Netflix and Paramount Fight Over Warner Bros: Do Investors Still Have Upside Here?
Netflix and Paramount are locked in a bidding war for Warner Bros Discovery. With rival offers, political pressure, and takeover drama, do investors still have upside here?
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Jeff Bezos’ $6.2 Billion Project Prometheus: Why the AI Arms Race Boosts Nvidia’s Hardware Dominance
Jeff Bezos' Project Prometheus fuels the AI arms race. We analyze why this $6.2 billion venture is a direct, structural catalyst for Nvidia's (NVDA) hardware revenue.
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Investment opportunity at the nexus of AI and robotics
According to the International Energy Agency, more than 17 million electric vehicles were sold globally in 2024 – a 25% increase over the previous year. If you think 17 million units is a lot, let’s talk smartphones. More than 1.2 billion smartphones were sold in 2024, according to IDC.
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