Oracle Hit $630B: The Nuclear AI Bet Behind the Stock Surge
Oracle just reported $16.1B in revenue and an eye-watering $523B backlog. We break down the OCI technical advantage that has everyone from Nvidia to OpenAI renting their servers.
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10 articles
The Death of the PDF: Why DocuSign Is Betting Everything on 'Intelligent Agreements'
DocuSign's Q3 earnings weren't just about beating estimates. They were a manifesto for a new era where contracts are data, not documents.
Pestilence & Profit: Is RFK Jr.'s Vaccine War Actually Bullish for Biotech?
RFK Jr. slashes mRNA funding while the CDC delays Hepatitis B vaccines. A cynical look at how disease outbreaks could fuel a volatile new era for biotech stocks.
SOFI Crashes on $1.5B Offering: Buy the Dip or Bail?
SOFI stock plunges after announcing a $1.5 billion public offering. We analyze the dilution impact and what it means for investors.
Salesforce Q3 Earnings: Agentforce AI Powers Revenue Beat & Raised Outlook
Salesforce crushes Q3 earnings expectations as its Agentforce AI platform gains rapid adoption. We break down the numbers, the raised guidance, and what this means for the future of enterprise AI.
MicroStrategy's 2025 Crash: Is the Bitcoin Bet Finally Unraveling?
MicroStrategy (MSTR) stock has taken a massive hit, leaving investors wondering if the Bitcoin proxy trade is over. We analyze the NAV premium collapse, institutional selling, and why the company's financial health might be stronger than the chart suggests.
MongoDB's 15% Surge: Why AI is Finally Paying Off for MDB
MongoDB shares jumped over 15% following a strong Q3 earnings report and raised fiscal guidance. We analyze the numbers, the AI strategy driving growth, and what it means for investors.
Snowflake Stock Growth 2025: The AI Cloud Surge
Snowflake (SNOW) is heating up in 2025 with $1B in Q1 revenue and 36% growth guidance. We analyze the AI catalysts, 'Agentic AI' positioning, and analyst price targets.
USA Compression Partners Acquires J-W Power Company: A $860M Strategic Move
An in-depth analysis of USA Compression Partners' $860 million acquisition of J-W Power Company, exploring the strategic benefits, financial impact, and what it means for unitholders.
Rubrik Earnings Preview: Can the Cybersecurity Star Justify the Hype?
Rubrik (RBRK) is set to report Q3 earnings on Dec 5. With 40%+ revenue growth and strong analyst backing, expectations are high. Here's what investors need to know.