Why Nvidia Gains When China Walks Away

Nvidia’s lost China deal redirects 750,000 H200 chips into a supply‑starved global AI market, strengthening demand from ...
Climate Tech VCOpinion

The good, the bad, and the bubbly in the IPO boom #297

Happy Monday! The IPO window has officially swung open, with more nuclear SPACs announced in the last week. We get into the ...

Oracle’s stock is seeing its worst run in a quarter-century as this key AI debate rages on

While Oracle’s cloud-infrastructure business is growing rapidly, a massive $95 billion spending plan and a physical ...

Full Transcript: Oracle Q4 2026 Earnings Call

Oracle Corporation reported a record Q4 with revenue of $19.2 billion, up 21%, driven by strong demand for cloud ...

Microsoft Deepens Healthcare AI Push And Eases OpenAI Reliance For Investors

Microsoft (NasdaqGS:MSFT) has launched new healthcare and life sciences AI collaborations, including a frontier clinical ...
Yahoo Finance

Nagarro SE N (NA9.DE) Q1 FY2026 earnings call transcript

Earnings call Nagarro delivered Q1 2026 revenue growth of over 6% YoY in constant currency, with gross margin improving 60bps to 31.2% and adjusted EBITDA margin at 12.6%. Management reaffirmed ...
Barron's

Oracle Corp.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...