Oracle (ORCL) reported its Q2 earnings on December 10, after market close. The earnings report disappointed investors, and ...

The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations.

Market concentration has reached levels not seen in decades. The three largest U.S. stocks now represent over 20% of the S&P ...

Brutal conflicts and the AI frenzy look likely to spill into 2026, but thankfully there’s still space to hope for a soft ...

To further expand its AI technology, IBM has turned to acquisitions -- and one of its next ones will be Cognitus. On the ...

Microsoft has long been a leading cloud company, but it stood out in the AI race because early on it took what is now a 27% ...

Investors looking for stocks with long-term growth potential can consider mega-cap stocks, which have a market capitalization ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still ...

As you can see, Alphabet's 64% return trounced the rest of the Magnificent Seven, beating 2025's second-best performer, ...

Quantum computing is still years away from commercial relevance.

It is that time of the year when investment managers look forward and give their predictions for where stock markets are ...