Oracle Corporation is a leading global provider of cloud infrastructure and enterprise software solutions. The company specializes in database management systems, which allow organizations to efficiently store and manage their data. Additionally, Oracle offers a wide range of applications covering areas such as customer relationship management, enterprise resource planning, and supply chain management. With a strong focus on cloud computing, Oracle enables businesses to leverage advanced technologies like artificial intelligence and machine learning to enhance their operations and drive innovation. The company's solutions are utilized by organizations of all sizes across various industries, helping them to streamline processes, improve decision-making, and achieve digital transformation. Read More
Date: January 2, 2026 Introduction As we enter 2026, the intersection of artificial intelligence and marketing technology has moved beyond experimentation into a phase of rigorous industrialization. At the forefront of this shift is Zeta Global Holdings Corp. (NYSE: ZETA), an omni-channel marketing platform that has spent the last year transforming from a high-growth "challenger" [...]
Date: January 2, 2026 Introduction As we enter 2026, the tech industry has reached a pivotal inflection point. The speculative fervor that defined the early "Generative AI" era has given way to a more sober, pragmatic demand for tangible results. At the center of this transition stands Microsoft Corp. (NASDAQ: MSFT), a company that has [...]
Date: January 1, 2026 Introduction As the sun rises on 2026, Oracle Corporation (NYSE: ORCL) finds itself at a defining crossroads. Once dismissed as a "legacy" vendor tethered to on-premise databases, the tech giant has spent the last 24 months rewriting its narrative. Today, Oracle is no longer just a software company; it is a [...]
The U.S. stock market kicked off the second Friday of 2026 with a historic performance, as both the S&P 500 and the Dow Jones Industrial Average closed at all-time record highs. Investors shrugged off a lukewarm December jobs report, choosing instead to focus on a falling unemployment rate
January 9, 2026 - Artificial intelligence has firmly established itself as the dominant force behind U.S. economic growth in 2025, with economists now attributing the bulk of GDP expansion to AI-related investments. According to detailed analyses from institutions including Harvard and the Federal Reserve, AI capital expenditures—primarily in data centers, semiconductors, servers, and advanced software—contributed approximately 1.1 percentage points to real GDP growth during the first half of the year. In certain quarters, this figure represented more than 90% of total growth when excluding the effects of imports. Harvard economist Jason Furman has noted that, absent this AI-driven capex surge, underlying U.S. economic growth would have hovered near a meager 0.1%, exposing significant vulnerabilities in traditional sectors such as manufacturing, consumer spending, and real estate, which remained largely flat or contracted amid higher interest rates and geopolitical uncertainty.
As of January 9, 2026, the S&P 500 (NYSE: SPY) continues to defy gravity, hovering near the psychological milestone of 7,000. Trading at approximately 6,970, the index has entered the new year with a "January Effect" rally that has already seen it climb 1.1% in just
In October 2024, the artificial intelligence landscape underwent a seismic shift as OpenAI closed a historic $6.6 billion funding round, catapulting its valuation to a staggering $157 billion. This milestone was not merely a financial achievement; it marked the formal end of OpenAI’s era as a boutique research laboratory and its transition into a global [...]
As of early 2026, the artificial intelligence landscape has shifted from a battle of algorithms to a war of industrial capacity. At the center of this transformation is the "Stargate" Project, a staggering $500 billion infrastructure venture that has evolved from a rumored supercomputer plan into a foundational pillar of U.S. national and economic strategy. [...]
In a landmark keynote at the 2026 Consumer Electronics Show (CES) in Las Vegas, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang officially introduced the Vera Rubin AI platform, the successor to the company’s highly successful Blackwell architecture. Named after the pioneering astronomer who provided the first evidence for dark matter, the Rubin platform is designed to [...]
As of January 9, 2026, Oracle Corporation (NYSE: ORCL) has reached a sobering technical milestone that has captured the attention of Wall Street’s algorithmic traders and retail investors alike. The stock has officially formed a "Death Cross," a bearish technical pattern occurring when the short-term 50-day moving average (MA)
In a move that has sent ripples through the enterprise software sector, KeyBanc Capital Markets has issued a rare and pointed "Underweight" rating on ServiceNow (NYSE: NOW), the long-standing titan of IT Service Management (ITSM). The downgrade, which surfaced prominently in early January 2026, marks a significant departure from the
As of January 9, 2026, Intuit Inc. (NASDAQ: INTU) stands as a titan of the fintech world, commanding a market position that spans the entire financial lifecycle of the modern consumer and small business owner. Long known for its "Big Three" pillars—TurboTax, QuickBooks, and Credit Karma—Intuit has spent the last 24 months aggressively pivoting from [...]
As of January 9, 2026, Workday, Inc. (NASDAQ: WDAY) stands at a critical juncture in its twenty-year history. Once the disruptive "cloud-native" upstart that dismantled the dominance of legacy on-premise software, the company is now a mature titan of enterprise technology. However, the narrative around the company has shifted. After a decade defined by hyper-growth [...]
As of early 2026, the global landscape of artificial intelligence infrastructure has undergone a seismic shift, transitioning from a single-vendor dominance to a high-stakes duopoly. Advanced Micro Devices (NASDAQ: AMD) has successfully executed a multi-year strategic pivot, transforming from a traditional processor manufacturer into a "full-stack" AI powerhouse. Under the relentless leadership of CEO Dr. [...]
The Oracle of Omaha has long favored concentrating capital in his best ideas, which is a belief that will continue under Berkshire's new CEO, Greg Abel.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
