Oracle gains on cloud growth from large RPOs, discounted valuation, backlog monetization, and a 30%+ growth outlook. Read why ...

Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...

The Lineup Cheat Sheet was created so that you could get quick answers to your Fantasy start/sit questions with the analysis already built in. For detailed rationale, check out my latest content, ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Nebius' problem is one most startups dream of: it has sold out of capacity and can't build fast enough. Its plan to reach 2.5 gigawatts of contracted power by 2026 will require billions in upfront ...

Infidelity is almost always framed as a betrayal—a dagger to the heart of a marriage. But what if, for some women, cheating is actually the thing keeping their marriage together? My research on women ...

‘Have I Got News for You’ guests mock RFK Jr.’s testimony ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Vivek Yadav, an engineering manager from ...