MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.

OpenAI's ( OPENAI) announcement that it has raised $110B in new funding should alleviate the concerns about paying its bills ...

Oracle is paying a high price as it attempts to punch its ticket to the clouds.

The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its ...

Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...

Multiple securities fraud class action lawsuits have been filed against Oracle (NYSE:ORCL), focusing on its disclosures around AI infrastructure and related financial risks. Law firms claim Oracle ...

Vast Data expands AI Operating System with global control plane, zero-trust agent framework and deeper Nvidia integration - ...

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the ...

CHS is using ERP to protect margins, achieving $50 million in savings through Oracle cloud rollout and AI-driven efficiency ...

The Portfolio returned 0.87% in Q4 2025, trailing its benchmark as sector performance and AI volatility impacted results. Read the full analysis for more details.

Monday, February 23, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp ...

We came across a bullish thesis on Genpact Limited on Bee’s Substack’s Substack by Bee Spoke Investing. In this article, we ...