Why Nvidia's Q4 Earnings Will Be One Of The Most Important In Its History
I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...
Arista Stock Falls After Earnings. Why Meta Is Partly to Blame.
Arista Networks stock fell early Wednesday as concerns over Meta’s contribution to its sales overshadowed strong quarterly ...
Meta to invest up to $65 billion this year to power AI goals, Zuckerberg says
"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core products and business." ...
Arm secures Meta as first customer for ambitious new chip project, FT reports
Arm Holdings plans to launch its own chip this year after securing Meta Platforms as one of its first customers, in a major ...
Nasdaq4d
Guru Fundamental Report for ORCL
Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its financial stability. Explore more details here.
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Meta to spend up to $65B on massive AI data center: ‘Defining year for artificial intelligence’
Meta Platforms plans to spend between $60 billion ... President Trump on Tuesday announced that OpenAI, SoftBank Group and Oracle will form a venture called Stargate and invest $500 billion ...
The Motley Fool on MSN15d
3 potential AI stock winners from the $500 billion Stargate project
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced the new Stargate project.