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 ...

Just three months later everything changed, but this analyst intends to analyze this case in depth. On September 10, 2025, Oracle shares rose 36% after the release of Q1 results. At the time, the ...

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 ...