Microsoft Maia Chip Talks With Anthropic Test Azure AI Investment Thesis
By Simply Wall St Publication Date: 2026-05-23 13:15:00 Find your next quality investment with Simply Wall St’s easy and powerful…
Tag: Thesis
Investor who spied Nvidia AI thesis in ’16 has a new conviction call
By Kim Khan Publication Date: 2026-05-11 11:14:00 Lux Capital’s Josh Wolfe unveils “lifecording” investment strategy—AI wearables boom + arms-dealer component…
Nvidia to CPU Rotation: Durable Thesis or Crowded Trade? | Investing.com
By Investing.com Publication Date: 2026-05-04 07:14:00 The semiconductor leaderboard has quietly flipped over the past month, and the NVIDIA (NASDAQ:)…
Nvidia's $20 Trillion Thesis Is Intact – My 2026 Allocation Isn't
By Beth Kindig Publication Date: 2026-05-01 14:25:00 Nvidia Corporation stock outlook: why a $20T market cap by 2030 is possible.…
Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led growth thesis.
By @proactive_x Publication Date: 2026-04-24 12:34:00 Oracle Corp (NYSE:ORCL, XETRA:ORC) was given an “Outperform” rating by Wedbush in its first…
Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led growth thesis.
By Proactive Publication Date: 2026-04-24 16:34:00 Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led…
Oracle’s (ORCL) backlog is driving its bull thesis, analysts say
By Jabran Kundi Publication Date: 2026-03-28 15:18:00 Oracle Corporation (NYSE:ORCL) is one of the 10 High-Growth Mega-Cap Stocks to Buy…
Broadcom: The AI Thesis Is Playing Out Faster Than Expected
By Vinay Utham Publication Date: 2026-03-26 10:24:00 Broadcom Inc. is upgraded to Strong Buy, with a base case price target…
“It’s a one-way street”: The simple equation behind Blackstone’s bullish AI thesis
By James Marlay Publication Date: 2026-03-22 21:00:00 This interview was recorded on March 4, 2026 Think long term. It is…
Vertiv Benefits from Strong Orders: Is the Growth Thesis Getting Stronger?
By Unknown Publication Date: 2026-02-17 17:45:00 Vertiv VRT is benefiting from strong order growth and a strong pipeline, reinforcing its…