Business ❯ Finance ❯ Investment Strategies ❯ Market Trends

AI Stocks

Oracle's $638 Billion AI Backlog Raises Questions Over Funding and Execution

Management says the data‑center buildout will deepen free cash‑flow losses and force large new debt and equity raises.

Longleaf Partners’ Q1 Letter Reports 4.46% Decline and Highlights Value Catalysts Across Top Holdings

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Eli Lilly Briefly Hits $1 Trillion as GLP-1 Boom Spurs Fresh Analyst Targets

Cramer Hails Cisco After AI-Fueled Beat as He Turns Upbeat on Alphabet and Comcast

Strategy Posts $2.8 Billion Q3 Profit on Bitcoin Gains, Pivots Funding to Preferreds