Oracle Is Spending Billions on AI. Why It Might Not Pay Off.
Oracle (NYSE: ORCL) has made a big bet. As one of the leading suppliers of AI computing power,…
Verizon Lands $1 Billion AI Infrastructure Deal With Google
Verizon signed an over $1 billion artificial intelligence (AI) infrastructure deal with Google, and the company expects to…
Meta Platforms Has $420 Billion in Hidden Debt, and It’s Growing
Artificial intelligence provides some great opportunities for many companies today. But it’s also a very expensive proposition that’s…
The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
3 AI Stocks That Can Outperform Nvidia Next Year
Nvidia went on an incredible run to become the world’s most valuable publicly traded company, but its 11%…
Price Hikes Trigger Smartphone Sales Slump
Global smartphone sales dropped to their lowest second-quarter level in 13 years as manufacturers passed on to consumers…
Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise
Quick Read MSFT has dropped 20% year to date despite its AI business running at $37 billion annually…
3 AI Infrastructure Stocks That Could Double by 2027
Investors have increasingly focused on the AI infrastructure market. This part of the tech industry has grown rapidly…
Starbucks Just Fired A Warning Shot At Microsoft And IBM AI Apps
Starbucks Just Fired A Warning Shot At Microsoft And IBM AI Apps (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket…
Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?
Quick Read Google (GOOGL) trades at a P/E of 28 versus Apple (AAPL) at 38, while growing revenue…