Oracle Corp (ORCL)

The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.

Berkshire Hathaway just held an important event, and it was a boring success.

Energy Transfer, Enbridge, Duke Energy, and NextEra Energy are all positioned to meet increasing power demands and pay shareholders respectable dividends in the process.

Don't fall into the trap of feeling like you need to respond to the market's every twist and turn. The picks that were true long-term winners five years ago are still long-term winners now.

Bloom Energy had a big month.

The willingness of Berkshire Hathaway's current and former bosses to sit on their proverbial hands portends trouble for the stock market.

Buffett advised extreme caution when investors get too greedy.

Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

Berkshire Hathaway's first-quarter operating results revealed another big clue that Abel is continuing to pare down the Oracle of Omaha's former No. 2 holding.

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Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

Oracle has lagged behind the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.

The Oracle of Omaha isn't pleased at how many risks investors are interested in taking right now.

A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

Oracle stock surges on a new classified U.S. defense deal. Explore why analysts see a $1.1 trillion AI spending catalyst ahead.

Super Micro Computer has underperformed the broader market over the past year, and analysts remain skeptical about the stock’s prospects.

Bloom Energy’s first quarter results were well received by the market, as the company’s revenue, non-GAAP profit, and margin expansion all surpassed Wall Str...

Oracle's stock took a hit after news regarding OpenAI's missed targets was reported.

Oracle's AI cloud story is getting bigger, but investors still have to weigh massive demand against debt, cash flow pressure, and execution risk.