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Bank of America

Bank of America Reinstates Buy on Oracle as AI Backlog Swells

The rating hinges on whether Oracle can turn a $553 billion order book into revenue before cash needs peak.

Analysts Recalibrate Amazon Targets as AWS Momentum and AI Spend Set the Stage for Feb. 5 Earnings

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Google Keeps Chrome as Court Limits Default Deals, Alphabet Nears $3 Trillion