Short-term-minded Nvidia (NVDA) investors may have forgotten something in their race to dump the stock after earnings this ...
Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...
We recently published an article titled Jim Cramer Commented on 12 Stocks Linked to Data Centers. In this article, we are ...
Oracle's stock is facing mounting concerns due to its high EV/EBITDA ratio of 21.89x, well above the industry average.
There are more than two reasons why NVIDIA’s (NASDAQ: NVDA) stock price can rally another 30% or more in 2025, but the two ...
Oracle’s ORCL stretched valuation metrics promote compelling reasons why investors should consider selling the stock in 2025. Oracle currently trades at an elevated EV/EBITDA multiple of 21.89x, ...
Oracle is preparing for its first stock split in 24 years, aiming to attract more retail investors. The company’s artificial ...
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Hosted on MSNAre Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?Microsoft ($MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Generally, companies are spending 10%-15 of their budgets on AI, and NVDA should benefit from this trend, Wedbush believes.
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...
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