The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Microsoft and Meta's AI Investment Plans Are Full Steam Ahead
Microsoft stated at the beginning of Jan. that it is looking to invest $80 billion in fiscal year 2025 to further AI. Specifically, the investment looks to “build out AI-enabled data centers to train ...
Tracking Baillie Gifford's 13F Portfolio - Q4 2024 Update
Baillie Gifford's 13F portfolio shows changes in top holdings like Amazon and NVIDIA, with increased stakes in SEA Ltd. Read ...