Oracle's $130 billion debt and negative free cash flow triggered a 19% five-session drop that directly accelerated IGV's ...

AI infrastructure now rivals national‑budget scale, reshaping GDP, compressing FCF by design, and creating uncontestable ...

Palantir has suffered a massive de-rating, falling nearly 50% since its November peak, amid concerns about AI competitors.

Military software company Palantir was supposed to be the stock for the current geopolitical moment, but its poor performance ...

The VanEck Semiconductor ETF (SMH) was trading more than 50% above its 200-day moving average, while the iShares Software ETF (IGV) was over 25% above its 50-day moving average. Historical data showed ...

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