Key Points The final stretch of 2025 was anything but calm for tech investors. A whirlwind of sell-offs, sharp rebounds, sky-high valuations, and complex financing deals fueled fresh worries that the AI rally may be drifting into bubble territory. But this volatility may also be a preview of what’s coming next: a smarter, more selective … Read more
Oracle’s (ORCL) recent pre-market shock served as a warning to investors. The Oracle stock price plummeted by nearly 13% before the opening bell, putting pressure not only on ORCL but also triggering a sharp sell-off in broader AI-related stocks. The main reason appears to be that the company missed revenue estimates in its recent quarterly … Read more
There’s big news in the world of technology: Microsoft has signed a five-year agreement worth approximately $9.7 billion with IREN stock, an Australia-based cloud and data center operator. This agreement is primarily aimed at importing NVIDIA’s latest GB300 GPU chips for use in Microsoft’s cloud and AI infrastructure. 💼 Major Tech Deal: Microsoft Partners with … Read more
Looking at the US tech market today, it’s clear that AI stocks are booming. Following in the footsteps of big names like Nvidia, Microsoft, and Meta Platforms, numerous AI companies have made a significant impact on the market. For example, investments in the chip sector, which powers models like ChatGPT and the underlying infrastructure, have … Read more
CoreWeave is one of the few companies that American investors are keeping an eye on these days. In the last few days, the news of “CoreWeave Jumps” has created a lot of buzz in the stock market. Especially after Oracle’s recent report, the enthusiasm and excitement seen in the AI and cloud infrastructure sector have … Read more