Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...
Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks ...
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'Big Short' investor Michael Burry explains why he's betting against Nvidia, not Meta or Microsoft
Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.
Neutral overview of enterprise technology operations, cloud infrastructure themes, and market benchmark context within a ...
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth-quarter 2025 investor ...
The 38,500-square-foot data center is scheduled to be operational by May 1 and utilize about 3 megawatts of power per 10,000 ...
According to Valuates Reports, The global Enterprise Artificial Intelligence Market is projected to grow from USD 1568.3 Million in 2024 to USD 6769.1 Million by 2030, at a Compound Annual Growth Rate ...
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