Dan Ives says the AI trade is entering a new phase, with monetization now becoming the dominant driver after years…
Browsing: Oracle
The global head of technical strategy at Fundstrat is predicting an imminent bottom for Oracle (ORCL) amid a bearish catalyst…
Jeffrey Gundlach is flagging early warning signs beneath the surface of the AI trade, arguing that credit markets are starting…
Star fund manager Cathie Wood believes that the AI trade is going strong, despite signs of rising risks showing in…
A wave of heavy borrowing is sweeping through the data-center world as companies race to supply OpenAI with the compute…
A macro investor with over 30 years of experience believes that AI will boost balance sheets in the same way…
A prominent Wall Street voice says Oracle (ORCL) has become the biggest loser of the current AI correction as investors…
Banking giant JPMorgan Chase warns that investors appear to have forgotten that markets don’t go up in a straight line.…
Morgan Stanley says the artificial intelligence buildout is unleashing a historic wave of borrowing across the largest technology companies. In…
A top tech analyst says the current market pullback is a golden opportunity to buy leading AI companies before the…