Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.

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

Wall Street has viewed Oracle Corporation (NYSE: ORCL) with a volatile mix of optimism and anxiety in recent weeks. The ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Alphabet shares are soaring, thanks to AI.

In recent years, big tech companies have invested hundreds of billions of dollars in artificial intelligence infrastructure. Although capital expenditures (servers, chips, and buildings) generally ...

As AI infrastructure demand surges, the November 2025 rebalance of the WisdomTree Artificial Intelligence and Innovation Index sharpened its focus on companies delivering real compute power, including ...

While pent-up M&A activity and a need by companies to ⁠refinance existing debt will likely contribute to higher overall ...

When it comes to artificial intelligence, Amazon.com and Oracle face plenty of skepticism from investors, whether due to their competitive positioning or their financing strategies. But that could ...