IBM and Oracle, two large-cap enterprise tech firms, have lagged the broader market despite strong AI-driven revenue growth and expanding backlogs. Oracle's cloud infrastructure revenue surged 84% year-over-year with AI infrastructure up 243%, backed by a $553 billion backlog, though heavy capital spending and debt remain concerns. IBM's shares dropped 24% year-to-date despite accelerating fundamentals, including a 51% jump in mainframe revenue and a $12.5 billion generative AI business, supported by steady dividend growth and positive analyst outlooks. IBM offers a better risk-adjusted setup with strong cash flow and AI-driven consulting growth, making both stocks worth watching as AI demand scales in 2026.
Oracle's stock is currently trading around $186 with a strong buy rating and a price target of $244, implying a 30.85% upside over the next year. The company boasts a $553 billion AI-related backlog and reported significant growth in cloud infrastruc...
Leading AI-driven companies like Alphabet, Microsoft, Meta, Amazon, and Oracle have collectively burned $563 billion in free cash flow from 2025 through Q1 2026, signaling significant financial strain despite optimistic AI market forecasts. Apple rem...
SaintQuant has introduced a no-code AI-powered trading platform that allows retail investors to use institutional-level quantitative AI trading strategies without technical expertise. This launch aligns with Goldman Sachs' view that AI is now a defen...
US tech stocks, especially those linked to AI, are currently overvalued due to overly optimistic assumptions about compute scarcity and capital expenditure growth. The author recommends reducing exposure to these overvalued US tech stocks and instead...
Nvidia faces a bottleneck in AI infrastructure growth due to power grid constraints, not semiconductor shortages. While GPU demand and capital expenditures remain high, delays in connecting large AI data centers to the U.S. power grid—sometimes takin...
