With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

AMD’s 2025 performance points to a shift from chips to platforms. CES 2026 reinforced execution, but this year's deployments ...

Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...

NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and ...

VA and Oracle Health say the modernization project’s operational pause has allowed them to enhance the new software’s ...

The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token ...

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an investment note on Tuesday. “One year ago, we had noted that 'as we prepare to enter ...

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Nvidia CEO Jensen Huang announces the launch of new AI chips that promise a fivefold improvement in computing power, set to ...