Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...
Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...
I rate GRID a strong buy due to its direct focus on smart grid solutions, which are central to the modernization of global energy infrastructure. GRID offers diversified exposure to leading companies ...