Posted inCompanies, Daily Analysis, Earnings Watch, Markets, Sector -- Consumer, Sector -- Industrials, Sector -- Technology Is Oracle’s 7% Drop a Buying Opportunity or a Warning Shot for AI Infrastructure? by James Whitfield April 28, 2026
Posted inCompanies, Daily Analysis, Markets, Sector -- Technology, Weekend Analysis Nebius Group (NBIS) deep dive, April 18, 2026: +8.8% weekly, 2% from 52w high, P/E 391x amid $27B Meta deal by Emma Davis and James Whitfield April 18, 2026May 3, 2026