CNBC’s Deirdre Bosa Warns on Oracle Backlog Risk Ahead
Oracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
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17,574 articlesOracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
A Guggenheim note argues Oracle's near-term cash burn from AI infrastructure will flip to a strong free cash flow wat...
MercadoLibre stock slid 17% in the past month as JPMorgan cut its target to $2,100, citing fierce competition and mar...
As the Fed signals potential rate cuts, long-duration growth names with strong cash flows could re-rate. This piece f...
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Braze beat Q4 expectations with $205.17 million in revenue and 27.9% annual growth, as analysts weigh the AI-driven g...
Meta Platforms faced a $119 billion market-cap drop as regulators threaten stricter data, privacy and ad rules. Analy...
A $225 million merger unites Major League Pickleball with Carvana's PPA Tour, forming Pickleball Inc. and signaling a...
Core Scientific reports higher first-quarter revenue and gross profit, yet a net loss due to impairment charges derai...