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News

OPINIONS

michael-burry-hits-back-at-critics-accuses-ai-companies-of-suspicious-revenue-recognition-and-depreciation-gimmicks-fraud-not-a-flywheel
Michael Burry Hits Back At Critics: Accuse...
11/20/2025 03:02:02

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platf...

pe-ratio-insights-for-oracle
P/E Ratio Insights for Oracle
11/19/2025 21:00:44

spotlight-on-oracle-analyzing-the-surge-in-options-activity
Spotlight on Oracle: Analyzing the Surge i...
11/19/2025 20:02:15

10-information-technology-stocks-with-whale-alerts-in-todays-session
10 Information Technology Stocks With Whal...
11/19/2025 17:35:14

nvidia-taps-startup-menlo-micro-to-fix-bottleneck-in-ai-chip-testing
Nvidia Taps Startup Menlo Micro To Fix Bot...
11/19/2025 16:59:12

Investors anticipate Nvidia's earnings report, betting on a potential year-end tech rally amid demand for AI chips and part...

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/18/2025 17:36:01

baird-maintains-outperform-on-oracle-lowers-price-target-to-315
Baird Maintains Outperform on Oracle, Lowe...
11/18/2025 16:02:53

Baird analyst Rob Oliver maintains Oracle (NYSE:ORCL) with a Outperform and lowers the price target from $365 to $315.

arm-becomes-power-efficiency-engine-for-ai-wins-big-with-amazon-google-and-meta
Arm Becomes 'Power-Efficiency Engine' For ...
11/18/2025 13:30:50

Arm Holdings' Neoverse platform is powering major hyperscalers and offering energy-efficient and scalable solutions.

amazon-raises-15-billion-in-oversubscribed-bond-sale-amid-surging-ai-cost
Amazon Raises $15 Billion In Oversubscribe...
11/18/2025 02:48:57

Amazon is returning to the bond market with a $15 billion sale as it ramps up AI spending, joins rivals Meta and Oracle in a ma...

ready-for-a-rebound-here-are-10-oversold-stocks-to-watch
Ready For A Rebound? Here Are 10 Oversold ...
11/17/2025 21:31:16

Many popular stocks have been beaten down to attractive levels, creating potential opportunities for those eyeing a rebound. 

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/17/2025 17:35:14

micron-nvidia-apple-among-q3s-hot-list-as-hedge-funds-load-up-on-tech-all-over-again
Micron, Nvidia, Apple Among Q3's 'Hot List...
11/17/2025 17:15:02

Hedge funds bet big on tech stocks in Q3, with Micron, ASML, Apple, Nvidia, AMD and TSM dominating.

Core News & Articles
'Saba Capital Management Has Sold Credit D...
11/17/2025 16:28:12

Saba sells credit derivatives to hedge against tech stock risks, source saysSells Oracle, Microsoft, Meta, Amazon, Google CDSsA...

magnificent-seven-will-become-low-profit-tech-utilities-analyst-warns
Magnificent Seven Will Become Low-Profit T...
11/17/2025 14:30:20

Magnificent Seven, beware. Kai Wu says Wall Street's AI darlings are shifting toward a riskier, capital-heavy model.

steve-eisman-disagrees-with-michael-burry-on-ai-depreciation-math-dont-think-his-concerns-matter-that-much
Steve Eisman Disagrees With Michael Burry ...
11/17/2025 09:58:25

Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for AI infrast...

oracles-ai-strategy-shake-up-sparks-market-jitters-as-shares-plunge-25
Oracle's AI Strategy Shake-Up Sparks Marke...
11/16/2025 19:46:37

Oracle has seen a significant market reaction following its bold shift towards AI, resulting in a 25% drop in shares over the p...

warner-bros-discovery-rallies-on-strategic-review-potential-bids-from-paramount-comcast-and-netflix
Warner Bros Discovery Rallies on Strategic...
11/14/2025 19:44:14

Warner Bros Discovery shares gained Friday after the company initiated a strategic review, with The WSJ reporting that Paramoun...

oracle-credit-derivatives-jump-as-traders-rush-to-hedge-ai-bets--bloomberg
'Oracle Credit Derivatives Jump as Traders...
11/14/2025 19:02:18

https://www.bloomberg.com/news/articles/2025-11-14/oracle-credit-derivatives-jump-as-traders-rush-to-hedge-ai-bets

4-winners-to-consider-selling-as-markets-get-volatile
4 Winners To Consider Selling As Markets G...
11/14/2025 17:38:19

10-information-technology-stocks-whale-activity-in-todays-session
10 Information Technology Stocks Whale Act...
11/14/2025 17:35:17

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