ORAC:CA
Oracle Q2 Preview: Ignore OpenAI Backlog At Your Peril
Oracle Q2 Preview: Ignore OpenAI Backlog At Your Peril
Oracle: Why This Selloff Looks Like An Early Christmas Gift
Oracle: Why This Selloff Looks Like An Early Christmas Gift
Oracle Q2 Earnings Preview: Focus On The Cocktail Of Debt, Cash Flows, And OpenAI
Oracle Q2 Earnings Preview: Focus On The Cocktail Of Debt, Cash Flows, And OpenAI
Microsoft: I've Doubled Down During This AI Shakeout
Microsoft: I've Doubled Down During This AI Shakeout
Wall Street Lunch: Generative AI Powers October E-Commerce Spending (undefined:ADBE)
showcake/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) This is an abridged transcript of the podcast: Our top story so far, Adobe (ADBE) […]
TSMC: Expecting Strong Q3 FY2025 Earnings, And Tariff Threat Looks Overblown (NYSE:TSM)
This article was written by Follow I’m specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I’m a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My […]