The best Stratechery content from the week of September 15, 2025, including Meta, YouTube and press attention, why Oracle is winning in AI, and the bubble inflection point.
Oracle’s AI and cloud growth boost revenue, but high debt and margin pressure signal risks. Click here to read an analysis of ...
The Cloud Object Storage Market, valued at USD 15.5 billion in 2024, is expected to expand significantly and reach USD 45.2 billion by 2033, reflecting strong industry momentum. This growth trajectory ...
Oracle has released version 25 of the Java programming language and virtual machine. As the first LTS release since JDK 21, ...
The OpenJDK finalises numerous JDK Enhancement Proposals, including for immutable values, flexible constructors and slim Java ...
The ERP market offers significant opportunities through the shift to cloud-native architectures, facilitating agility and ...
Detailed price information for Nasdaq QQQ Invesco ETF (QQQ-Q) from The Globe and Mail including charting and trades.
The best hitters for the Giants in September have been Matt Chapman (205 wRC+), Patrick Bailey (176), Jung Hoo Lee (164), and ...
In a nail-biting extra-inning clash, the San Francisco Giants pulled off a stunning victory against the Los Angeles Dodgers, ending the game 5-1 in favor of the Giants. This game, played on September ...
Oracle's stock surge is driven by AI hype, but revenue challenges and concentration risks suggest it’s overvalued. Click for ...
It’s no surprise that this exceptional guidance caused shares of Nvidia, Broadcom, and AMD to climb between 2% and 10%, as ...
Opinion
Zacks Investment Research on MSNOracle (ORCL): From Dot-Com Relic to AI Powerhouse
Oracle: An Overlooked AI Leader, Until Now Since the dot com bubble burst in 2000, Wall Street investors have mostly written ...
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