Broadcom and Oracle's surging stock prices illustrate how AI is redefining previously stagnant investment theses. Just a few years ago, both companies were often viewed as dividend-paying stalwarts.

Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Broadcom and Oracle continue to outperform the “Magnificent Seven,” making the “Ten Titans” a better representation of market leaders. Hyperscalers are turning to Broadcom for its AI chips and ...