Short Oracle To Hedge AI Credit Risk? Expert Explains 'Cheap Proxy' Trade For Broader AI Sector Risks

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

Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...
24/7 Wall St.

Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge

Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.

Will Accelerating AWS Revenue Growth Drive AMZN Stock's 2026 Rally?

Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment ...
Stocktwits on MSN

Oracle’s risk-reward seems compelling despite investor concerns, says Jefferies

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