AI CapEx, OpenAI dependence, cash-flow pressure and valuation upside. Click for this ORCL update and see why I am bullish.
I'm just a little blown away how big this has all gotten here. I feel like I'm way high this time. If those of you here last year, recall that it was definitely a small room, and it's much bigger this ...
The Biggest Tech Mergers and Acquisitions of All Time Tech companies drop massive sums of money on acquisitions, like IBM's $34 billion Red Hat deal and Microsoft's $19 billion bid to acquire Nuance.
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