“In the Darwinian world of enterprise technology companies, you either build the future or become the graveyard.”  This phrase came from a letter to shareholders as recent as March 2023, written by none other than Oracle’s bizarre leader himself, Larry Ellison. And now, Oracle is

“You would think that the market should be reacting more given the situation. And to date it really hasn’t.” This wasn’t some derivatives trader blasting Wall Street from his mom’s basement. This was David Solomon of Goldman — the CEO of one of the biggest

The market is currently having one of its signature “hair-on-fire” moments regarding Artificial Intelligence. After months of bidding up anything with a “.ai” suffix to the moon, investors are suddenly gripped by a chilling realization: building the future is expensive, and the receipt is finally

In the volatile theater of modern finance, few spectacles are as captivating as the ongoing tug-of-war over MSTR, formerly a mobile app developer turned bitcoin speculator. As of late February, the company has officially ascended to the dubious throne of the most-shorted stock on Wall

Escalating tensions in the Middle East are amplifying market jitters, reinforcing demand for traditional safe havens such as US Treasuries, gold and the Swiss franc. Macro investors are preparing for renewed volatility when global trading resumes, with energy markets expected to set the tone. Early

If you’ve been scanning the charts lately, you might notice a glaring divergence in the tech sector. While the semiconductor giants are throwing a party that doesn’t seem to end, the application software neighborhood looks like a ghost town. Some see a “bargain-hunting” opportunity; others,