Oracle Corp (ORCL)

Buffett’s wisdom is timeless.

Credo's revenue surged past 160% in the latest twelve months, but Marvell's $9.5 billion scale and heavier debt load tell a very different story for investors.

Oracle's AI opportunity is hard to ignore, but financing that growth comes at a price. I examine the numbers, risks, and milestones that could determine what happens next.

Today, Nov. 13, 2026, Cerebras Systems rallied hard after a surprise profit, with Microsoft now among its customers.

Cerebras avoids the high-bandwidth memory shortage that squeezes rivals, so its chip costs depend less on memory prices.

Cerebras turned core profitable for the first time and plans to triple revenue.

Microsoft's latest move could completely change the outlook for some neocloud companies.

Nvidia stock is plummeting amid a flurry of scandals involving the company's co-founder and former CEO, Jensen Huang.

Nearly $127 billion of Berkshire’s invested assets can be traced to two industry leaders.

Bloom Energy offers speed, while Constellation Energy brings nuclear scale. But which stock belongs in your portfolio as AI's power demands grow?

Three stocks linked to the Oracle of Omaha hit records on the same day. Which one still deserves fresh money?

Cerebras Systems (NASDAQ:CBRS) raised its 2026 financial outlook after reporting record third-quarter core revenue and announcing a cloud agreement with Microsoft, while executives said data center delays have put portions of its OpenAI contract behind schedule. Chief Executive Officer Andrew Feldm

Jensen Huang has resigned as CEO of Nvidia.

NVIDIA shares plunged after CEO Jensen Huang resigned amid an infidelity scandal and alleged ties to a suspected Chinese operative, prompting investigations and a federal FBI inquiry.

AI companies are on track to borrow so much money that it might nearly match the size of the overall $12 trillion U.S. corporate bond market.

There's more to this popular benchmark than meets the eye.

CoreWeave's Q3 revenue grew nearly 170% and backlog topped $130 billion, easing debt concerns as analysts reaffirmed ratings despite lowering some price targets.

Oracle's extensive presence in the Lone Star State puts it in the spotlight.

Several structural issues are threatening the artificial intelligence (AI) infrastructure build-out.

Technology companies are investing in AI infrastructure much more aggressively than Wall Street analysts forecast earlier this year.