Middle East investors, including sovereign wealth funds from the UAE and Saudi Arabia, account for about a quarter of global AI investments over the next five years. Jack Selby from Thiel Capital warns that ongoing conflict in Iran could cause these investors to redirect funds towards domestic rebuilding, risking hundreds of billions in AI capital and data center projects worldwide. This could disrupt major AI infrastructure developments by companies like Oracle, Nvidia, and Microsoft, which are heavily invested in the region. Selby also cautions about an AI investment bubble, comparing it to the dot-com era, and advocates investing in tech firms outside traditional hubs like California and New York for better value.
Oracle's stock has fallen over 30% year-to-date, lagging behind peers amid market rotation and concerns about its debt. Despite this, the company shows resilience with its core software business and attractive valuation. Oracle's cloud applications g...
Oracle shares recently dropped sharply amid market concerns despite $67 billion in AI deals and $70 billion planned spending. Historically, Oracle stock falls an average of 18% during market crises, worse than the S&P 500, with declines up to 40% in ...
Tradr ETFs has introduced two new leveraged ETFs that provide twice the inverse daily performance (-200%) of Applied Optoelectronics and Oracle stocks. These funds, listed on Cboe, offer traders tools to profit from or hedge against declines in these...
Oracle is transforming from a traditional software company into a hyperscaler focused on AI-driven cloud infrastructure. The company faces risks from high debt and customer concentration, notably with OpenAI, but its accelerating cloud revenue and la...
Oracle introduced a new AI Studio Skill within Oracle AI Agent Studio for Fusion Applications, enabling customers and partners to build AI-driven Fusion Agentic Applications natively inside Oracle Fusion Cloud. These applications use specialized AI a...
