AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

QPS Holdings, LLC (QPS), an award-winning contract research organization (CRO) focused on bioanalysis and clinical trials ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...

We came across a bullish thesis on Cintas Corporation on Compounding Dividends’s Substack. In this article, we will summarize ...

We came across a bullish thesis on Enovis Corporation on Value investing subreddit by TheBestOfAllTylers. In this article, we ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 trillion by 2032, growing at a 29% compound annual rate, according to ...

Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...