Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Apple is playing catch-up to its AI competitors, including Alphabet, Amazon and Microsoft. While AAPL has underperformed ...
OpenAI would eat Google’s lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL) was a lumbering giant about to ...
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