Bloom Energy at $198.7: The Margin Gap the Oracle Story Doesn’t Close
3.6%. Bloom Energy’s annual operating margin for 2025, per its full-year earnings report. The stock sits at $198.7, up from $16 at its 52-week low.
T…
agentic AI infrastructure
رهان “أوراكل” على خلايا الوقود هو الجزء الذي يستحق المراقبة
وصل الدخل التشغيلي لشركة “أوراكل” (Oracle) إلى 17.7 مليار دولار في السنة المالية 2025، ارتفاعاً من 15.4 مليار دولار في العام السابق. إن القفزة التي حق…
Oracle’s Fuel Cell Bet Is the Part Worth Watching
Oracle’s operating income reached $17.7 billion in fiscal 2025, up from $15.4 billion the prior year — and the stock’s 12.7% single-session surge in A…
What ON Semiconductor’s 1.4% Margin Reveals About the Next Twelve Months
A particular kind of unease settles over a stock when the price and the fundamentals are running in opposite directions — not violently, not in a way …
Alphabet-Intel, $91.4 Billion Later
The Alphabet-Intel partnership to co-develop custom AI cloud infrastructure dropped with no price response. GOOGL sat at $317.24 on April 12. The even…
$64.6 Billion Buried in the Ground
$64.6 billion in capital expenditure — 22.9% of Microsoft’s fiscal 2025 revenue according to its annual report — is sitting in the ground as data cent…
Micron Is Priced for a World Where HBM Never Gets Crowded
Micron’s bull case rests on a belief the market formed during a shortage and hasn’t updated. The HBM scarcity narrative — supply constraints, hypersca…
Vertiv Bet $50M on Ohio. Here’s What That Actually Signals.
Everyone assumes the AI infrastructure trade is already crowded, already priced, already late. That’s the frame most investors are working inside righ…
Micron’s Supply Lock Is Tighter Than the Market Thinks
Wall Street keeps treating Micron as a cyclical memory trade dressed up in AI clothing — and that framing is doing damage to how the stock gets valued…
What Does ServiceNow Know About Enterprise AI That the Market Is Still Figuring Out?
What happens when a company bets nearly a quarter of its revenue on something the market hasn’t priced in yet?
ServiceNow (NOW) closed at $104.97 on …