The market trades near all-time highs with extreme valuations largely driven by passive investing. Key AI companies like Oracle and Amazon report negative free cash flow despite positive earnings, raising concerns about sustainability. Emerging AI firms such as OpenAI and Anthropic face profitability challenges and growing competition from cheaper alternatives and Meta Platforms. Investors are urged to question market fundamentals amid these risks.
Microsoft reported a strong Q4 with revenue of $90 billion, beating estimates and showing 43% growth in Azure, which surpassed $100 billion in annual revenue. Analysts overwhelmingly recommend buying, with a 24/7 Wall St. price target of $604.39, sug...
Nebius Group shares rose 3.71% following news that NVIDIA is leading a $500 billion investment fund to support smaller AI cloud infrastructure firms, with Nebius a top beneficiary. This move contrasts with Oracle's 3.93% decline, as NVIDIA's funding ...
Oracle has shifted from a traditional database vendor to a leading AI infrastructure provider, reflected in a massive $638 billion backlog and rapid cloud growth. The company posted strong Q4 results with 93% year-over-year growth in Cloud Infrastruc...
Oracle introduced new AI-driven Fusion Agentic Applications and AI agents within its Fusion Cloud Human Capital Management (HCM) platform. These tools aim to accelerate employee development, improve internal mobility, and help organizations respond p...
Michael Burry, famed for his 'Big Short' trade, has taken a new short position against Palantir, estimating its intrinsic value below $1 despite the stock trading at $175.23. He highlights Palantir's high valuation at 69 times sales and growing off-b...
