Oracle Corp (ORCL)

Oracle is just trying to protect itself against the risk that Jupiter won't be built.

Two years into a four-year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure.

Berkshire has always run a concentrated approach in its stock portfolio.

Many of the semiconductor stocks at the heart of the artificial intelligence revolution are plunging.

Microsoft generates higher margins, while Oracle is growing revenue faster.

SpaceX's deal puts a spotlight on Energy Transfer and Kinder Morgan.

AMD has room to run higher over the long run, even after delivering healthy gains to investors in 2026.

A rough day for AI stocks had several causes, and the signals from CoreWeave, ASML, and a famous investor don't all point the same way.

Warren Buffett may be known for picking individual stocks, but he also loves investing in low-cost ETFs.

One of Berkshire’s largest positions, which has been pared down for eight consecutive quarters, has had a recent change of fortune.

Shareholders in these big spenders face an uncertain future.

Green stocks are outperforming on commercial demand, not policy, per LSEG data. Bloom Energy, Ecolab, and Brookfield Renewable show growth driven by AI and data-center needs.

Meta had a big week as Muse continues to be the hottest product in AI. But is this another flash in the pan or a fundamental change in how the world uses technology?

The cloud giant's stock looks cheap on earnings. So why would an index fund beat it?

Berkshire's new CEO is putting the company's cash to work.

Oracle's backlog has increased by $209 billion over the last year.

The AI build-out needs enormous amounts of borrowed money. Bond investors are getting more nervous about who will pay it back.

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to take a closer look.

Every AI infrastructure company is pointing to a massive backlog, but how each one financed the gap between signing the contract and collecting the cash reveals very different bets.

A record backlog and accelerating cloud growth could be enough to more than double the stock by 2029.

Abel is a fan of portfolio concentration, with nearly $161 billion of Berkshire’s invested assets in its top-three holdings.

The AI trade is showing signs of fatigue. Is it justified?