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Is Oracle’s Debt Simply Too Much to Justify the Risk?
24/7 Wall St.52d agoneutral
Is Oracle’s Debt Simply Too Much to Justify the Risk?

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle’s Debt Simply Too Much to Justify the Risk?

Sandisk Is Crushing Every S&P 500 Stock in 2026. Can Anything Stop It?
24/7 Wall St.52d agoneutral
Sandisk Is Crushing Every S&P 500 Stock in 2026. Can Anything Stop It?

The artificial intelligence boom has reshaped the stock market over the past two years. Graphics processors grabbed the headlines first, but AI infrastructure reaches far beyond chips that perform calculations. Every AI model also needs somewhere to store the mountains of data it creates, trains on, and retrieves. That has turned memory into one of ... Sandisk Is Crushing Every S&P 500 Stock in 2026. Can Anything Stop It?

This Under-the-Radar 4.4% Yielding Stock Is a Top Defensive Refuge for Retirees
24/7 Wall St.52d agoneutral
This Under-the-Radar 4.4% Yielding Stock Is a Top Defensive Refuge for Retirees

With the 10-year Treasury at 4.46% and core PCE still grinding higher, retirees are hunting for income that holds up. Donegal Group (NASDAQ:DGICA), a Pennsylvania-based regional property & casualty insurer, fits that brief. Insurance is non-discretionary, the book is sticky, and the Class A dividend just got another raise. The headline question: is that 4.4% ... This Under-the-Radar 4.4% Yielding Stock Is a Top Defensive Refuge for Retirees

Australia's Firmus Technologies strikes AI access deal with Nvidia
Reuters52d agoneutral
Australia's Firmus Technologies strikes AI access deal with Nvidia

Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership ‌with Nvidia Corp to help provide emerging AI firms with more ‌cost-effective access to computing power. • Firmus said the deal would see it buy Nvidia infrastructure ​and sell Nvidia‑powered cloud services to "AI Native" customers, among others, in an agreement that would earn the U.S.-listed chip giant product revenue and a share of cloud revenue. • Firmus said it expected to earn up to $30 ⁠billion in revenue during the first six years of the deal, based on customer commitments.

AI Demand Is Outstripping Supply — Even Google Can’t Keep Up
24/7 Wall St.52d agoneutral
AI Demand Is Outstripping Supply — Even Google Can’t Keep Up

Artificial intelligence has moved beyond proving it works. The challenge today is producing enough computing power to satisfy demand. Big Tech is spending hundreds of billions of dollars building AI infrastructure, yet companies are still finding themselves short on capacity. That indicates AI adoption is accelerating faster than the industry’s ability to support it. The ... AI Demand Is Outstripping Supply — Even Google Can’t Keep Up

Michael Saylor’s Bitcoin Treasury Strategy Has Finally Hit Its Breaking Point
24/7 Wall St.52d agoneutral
Michael Saylor’s Bitcoin Treasury Strategy Has Finally Hit Its Breaking Point

Bitcoin (CRYPTO:BTC) transformed from a niche digital asset into a mainstream investment over the past decade, and few people did more to accelerate that shift than Michael Saylor. By turning Strategy (NASDAQ:MSTR) (formerly MicroStrategy) into what he called a “bitcoin treasury company,” he created a blueprint that dozens of others rushed to copy. During bitcoin’s ... Michael Saylor’s Bitcoin Treasury Strategy Has Finally Hit Its Breaking Point