“We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.
Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
The software giant’s latest results is adding fuel to concerns over its ability to capitalize on the AI industry’s ravenous ...
Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...
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