Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Topic
Oracle
A collection of 11 issues
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.
The Evolution and Future of the Celebrity CEO
I had an epiphany – though you can decide whether I was beguiled by a mirage – while reading a recent Wall Street Journal article that explored China’s penchant for CEOs to double as entertainers.
According to the article, the rise of the entertaining CEO derives from the hierarchical and regimented