Nvidia ( NVDA) CEO Jensen Huang unveiled Alpamayo, a family of open models built for autonomous driving, during his keynote ...

So while Thill recommended that investors "stay underweight" the sector this year, he flagged some notable exceptions. His top picks in the software universe include some big names like Microsoft ...

Jefferies said Oracle is pursuing a rapid rollout of new data centers to satisfy growing demand for AI compute power. ・The ...

Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two ...

Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

History can only be a rough guide, so “informed” is not synonymous with “right”, but the one constant throughout history is ...

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...