Articles by Yuvraj Malik
Burry estimates the five hyperscalers have nearly $1.2 trillion in uncommenced lease commitments and more than $1.5 trillion in purchase commitments
Rapid AI hardware cycles could l… [+4979 chars]
Oracle's Q1 revenue and adjusted earnings beat Wall Street estimates, with the company raising its fiscal 2027 earnings forecast.
AI cloud bookings pushed remaining performance obli… [+3978 chars]
Morgan Stanley raised its Oracle price target to $210, implying about 30% upside, while keeping a Neutral rating.
Investors await Oracle's Sept. 10 earnings, with cloud growth and A… [+3604 chars]