The current AI-driven market shows striking similarities to the late 1999 Internet Boom, with tech stocks making up 55% of the U.S. market cap and semiconductors alone at 20%. This concentration surpasses the dot-com era, raising concerns about systemic risks, especially with massive vendor financing deals like Oracle's $300 billion OpenAI investment. These parallels suggest the market may be in a late-stage tech bubble, warning investors to be cautious amid potential volatility.
Oracle's stock has fallen nearly 37% this year due to heavy investments in cloud infrastructure, raising investor concerns about costs and short-term profits. However, the company has a massive $638 billion Remaining Performance Obligations (RPO), a ...
Oracle and IMSA have partnered to create IMSA Labs, launching the Oracle Cloud Innovation Studio to help startups develop and test technology in real race conditions. This program uses Oracle Cloud Infrastructure and IMSA's live race data to validate...
Oracle Corporation reported record Q4 and fiscal 2026 results, achieving 21% year-over-year revenue growth and a 54% increase in cash from operations. The company's AI-driven capital expenditures are translating into strong cash flow, supported by $6...
Oracle is considered a Strong Buy as the market undervalues its strong revenue visibility and accelerating cloud infrastructure growth. The company has $638 billion in remaining performance obligations and projects a 31% revenue compound annual growt...
Oracle Commodity Holding Corp. provided updates on its royalty and equity portfolio covering advanced mineral projects in the US, Canada, Mongolia, and Bolivia. Key assets include 2% NSR royalties on fluorspar, vanadium, coal, nickel-PGM, and silver ...
