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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22,767 articlesOracle’s $523 billion backlog raises timing concerns as capex surges. cnbc’s deirdre bosa warns that the chip upgrade...
Markets are rotating away from AI hype toward real, tangible assets. A small engineering firm is asserting itself wit...
Rocket Lab faces a pivotal Q1 print this evening as analysts weigh Neutron timing against a record backlog. Guidance ...
NuScale Power just reported earnings, and the market pushed the stock lower. This article explains why patient invest...
A year ago, the idea that AI could tame inflation sounded compelling. Today, the same tech may be adding price pressu...
Thursday brought a notable move for AMD as shares jumped on favorable analyst commentary and a rising server CPU TAM ...
Palantir faces a high-stakes path to a trillion-dollar valuation, weighing rapid AI-driven revenue growth against ste...
Prices stay higher than a few years ago, eroding cash savings. A trio of ETFs—GLD, VTIP, and DBC—are positioned to he...
Palo Alto Networks has surged about a month’s worth of gains, fueling a debate on whether to book profits and rotate ...
GE Aerospace reports a $210B backlog and a landmark cross-Atlantic hybrid-electric flight, signaling a major shift in...
TD Bank has been on investors' radars, but sustained upside hinges on three core drivers. Explore how regulatory shif...
Root Insurance posted its first underwriting profit in 2025, delivering $40.3 million in net income on $1.5 billion i...