Nvidia’s Blackwell Can’t Defy Gravity: A Major Decline Is Coming (NASDAQ:NVDA) Seeking Alpha Article Source https://seekingalpha.com/article/4727411-nvidia-blackwell-cant-defy-gravity-a-major-decline-is-coming
The bearish thesis on Oracle Corporation (NYSE:ORCL) is now less justified as the company continues to exceed expectations in cloud computing and database management. Despite a slower growth rate, Oracle’s strong order book and upwardly revised adjusted EPS estimates indicate improved operating leverage as its cloud infrastructure scales further. Analysts emphasize the sustainability of AI … Read more