Oracle invested $55.7 billion in its data center base in fiscal 2026, a number that is expected to increase by about 70%

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Oracle: Could Be One Of The First Dominos To Fall 

Oracle invested $55.7 billion in its data center base in fiscal 2026, a number that is expected to increase by about 70% in fiscal 2027 to exceed $90 ...

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Micron: The Cycle Is Turning, And Nobody Is Ready 

Micron Technology, Inc. is in its strongest operational form, driven by AI-fueled HBM demand and strategic long-term customer contracts. MU's business...

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Credo's Biggest Shift Is Still Undervalued 

Credo generated over $1.3 billion in fiscal 2026 revenue and expects more than 80% growth during fiscal 2027. Optical products, including ZeroFlap opt...

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