GPU-heavy workloads usually carry 30–40% gross margins, a far cry from Oracle’s lofty 5-year gross margin at 75%. Moreover, ...
We came across a bullish thesis on Oracle Corporation on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ORCL.
The effective use of electronic patient records (EPR), in secondary care, to deliver clinical workflows represents a ...
Fed Vice Chair Bowman confirms crypto debanking was real. Now banks have permission to serve crypto—but most lack the systems ...
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A ...
Oracle’s (ORCL) recent selloff may be giving investors a rare chance to buy into the tech giant at an appealing valuation, ...
South Korea's industry ministry and SoftBank's chip unit, Arm Holdings, have signed an agreement to strengthen the country's semiconductor and Artificial Intelligence sectors, ...
The Giants have said they aren't spending at the top of the free agent market so trades are their most likely avenue for ...
"The grandson of Hall of Famer Carl Yastrzemski, Mike spent six seasons in the minor leagues before making his big league debut at 28 in 2019," according to The Athletic. "The Giants had acquired him ...
That platoon would give the Giants a much-needed boost defensively. Wiemer (+7 career outs above average) and Gilbert (+2 ...
This optimism around the growth potential of AI leaves Reitzes concluding that Nvidia continues to be undervalued. “Revenue ...
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