Investor Dan Niles breaks down why 2026 could be messy for investors and shares exactly which stocks he’s betting on.
8don MSNOpinion
When the AI bubble pops, Nvidia becomes the most important software company overnight
Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter ...
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” ...
If ERP systems were judged the way consumer apps are, most would have been deleted years ago. And yet, organisations continue ...
After more than two years of public fretting over AI models as future threats to human civilization or the seedlings of ...
Oracle (ORCL) is set to report second quarter results on Wednesday, while Broadcom (AVGO) is reporting fourth quarter results on Thursday. Yahoo Finance Markets and Data Editor Jared Blikre joins ...
Oracle (ORCL) reports fiscal second quarter results on Wednesday after the closing bell. TECHnalysis Research president, Bob O'Donnell, sits down with Julie Hyman to discuss Oracle's place in the ...
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Oracle stock rallies
Oracle shares jumped after it joined a group set to run TikTok’s U.S. operations, auditing compliance and hosting sensitive data as part of a national security-focused deal. 'Plainly violates 2nd ...
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Oracle's $300B AI bet becomes bubble barometer
Oracle Corp. has pushed back the completion dates for some of the data centers it's developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar ...
The United States stands as the global hub of technological innovation, hosting some of the most influential Information ...
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