TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
By Omor Ibne Ehsan Publication Date: 2026-10-21 12:45:00 Oracle is burning through cash faster than it earns revenue, its credit…
Tag: Thinks
Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze
By Darryn Pollock Publication Date: 2026-10-20 01:20:00 CoreWeave shares fell 15% in a day last week, but Citi’s Tyler Radke…
An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here
By TradingView Publication Date: 2026-10-20 01:20:00 Energy stocks have rallied sharply in 2026 since the U.S.-Iran war began in February, which led…
NVIDIA thinks the CPU industry chased too many cores, and AI agents are bringing single-core speed back
By Varun Mirchandani Publication Date: 2026-10-18 21:25:00 For years, the data-center CPU race has revolved around a fairly straightforward question:…
Microsoft thinks it has a MacBook Pro killer. We’re not so sure
By Roman Loyola Publication Date: 2026-10-16 17:01:00 Geekbench 7 Results are expressed as Geekbench scores. Higher scores/longer bars are faster.…
Microsoft thinks Windows 11 is finally good enough to sell PCs
By Sean Endicott Publication Date: 2026-10-15 15:36:00 Microsoft just shared a massive blog post recapping major Windows 11 changes, including…
Microsoft thinks better Windows 11 apps start with earlier feedback
By Sean Endicott Publication Date: 2026-10-13 11:26:00 Microsoft’s blueprint for making Windows 11 apps has received an update that allows…
VMware is pushing so many patches, it thinks users need new tools to manage the flood
By Simon Sharwood Publication Date: 2026-10-13 07:01:00 VMware has discovered so many flaws in its products using AI that it…
Popular VC Paul Graham thinks disagrees with Amazon ‘ban’ on Meta’s Muse and Perplexity’s Comet AI; says that blocking AI Agents will backfire
By TOI Tech Desk Publication Date: 2026-10-08 13:17:00 Renowned venture capitalist and Y Combinator co-founder Paul Graham has criticised Amazon’s…
Nvidia thinks it can stop rogue AI—without all that government oversight
By Alex Nguyen Publication Date: 2026-09-28 21:18:00 President Donald Trump listens as Nvidia CEO Jensen Huang speaks about US investments…