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Here’s Which Company Wins the Race to $10 Trillion

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

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

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 ...

The Bubble Everyone Sees - And The One I'm Preparing For

Burry's likely right about depreciation. The way that always ends is the Company takes a one time non-cash, non-operating ...

JEFF PRESTRIDGE: Why one top fund manager has ditched all big tech stocks... except for one he thinks will beat a meltdown

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

Aible Showcases Automated AI Agents to Manage Business Volatility with NVIDIA and HPE

Aible exhibited in NVIDIA’s booths at HPE Discover Barcelona and AWS Re:Invent Demonstrating Aible running air-gapped on NVIDIA DGX Spark, creating agents that can then be published to AWS to run ...