Oracle

Of Musk’s Wonky Predictions and Ellison’s Unfortunately Named Yacht

Sometimes being right is beside the point

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Ethernet Strikes Again

A comforting constant in an ever-changing world

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much

New Chapter or Epilogue? x86’s Latest Salvo

Cisco Can't Party Like It’s 1999, but the End is Not Near

Treading Carefully on Oracle's AI-Inspired Growth Narrative

When Momentum Fades and Exhaustion Looms

Momentum always flags and falters eventually. It’s only a question of when it will happen.